Kerber Rose Wealth Management, LLC Wisdomtree Tr Us Multifactor F Transaction History
Kerber Rose Wealth Management, LLC
- $123 Million
- Q2 2022
A detailed history of Kerber Rose Wealth Management, LLC transactions in Wisdomtree Tr Us Multifactor F stock. As of the latest transaction made, Kerber Rose Wealth Management, LLC holds 30,972 shares of USMF stock, worth $1.57 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
30,972Holding current value
$1.57 Million% of portfolio
0.91%Shares
1 transactions
Others Institutions Holding USMF
# of Institutions
58Shares Held
5.02MCall Options Held
23.9KPut Options Held
0-
High Tower Advisors, LLC Chicago, IL1.29MShares$65.4 Million0.09% of portfolio
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Private Wealth Strategies, L.L.C.1.19MShares$60.5 Million11.04% of portfolio
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Great Valley Advisor Group, Inc.462KShares$23.5 Million0.61% of portfolio
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Team Financial Group, LLC Temecula, CA368KShares$18.7 Million10.7% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL306KShares$15.5 Million0.02% of portfolio