Lake Point Wealth Management Wisdomtree Tr Managed Futures Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Lake Point Wealth Management holds 4,998 shares of WTMF stock, worth $177,379. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,998
Previous 4,998
-0.0%
Holding current value
$177,379
Previous $180,000
2.78%
% of portfolio
0.1%
Previous 0.08%
Shares
8 transactions
Others Institutions Holding WTMF
# of Institutions
57Shares Held
4.71MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.13MShares$40 Million0.0% of portfolio
-
Iht Wealth Management, LLC Chicago, IL541KShares$19.2 Million0.75% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS317KShares$11.2 Million0.15% of portfolio
-
O'Dell Group, LLC Cincinnati, OH304KShares$10.8 Million2.88% of portfolio
-
Centric Wealth Management292KShares$10.4 Million3.22% of portfolio