Kingswood Wealth Advisors, LLC Wisdomtree Tr Managed Futures Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 11,918 shares of WTMF stock, worth $425,353. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,918Holding current value
$425,353% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding WTMF
# of Institutions
60Shares Held
4.93MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.13MShares$40.2 Million0.0% of portfolio
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Iht Wealth Management, LLC Chicago, IL541KShares$19.3 Million0.75% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS317KShares$11.3 Million0.15% of portfolio
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O'Dell Group, LLC Cincinnati, OH304KShares$10.9 Million2.88% of portfolio
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Centric Wealth Management292KShares$10.4 Million3.22% of portfolio