Moulton Wealth Management, Inc Wisdomtree Bloomberg U.S. Doll Transaction History
Moulton Wealth Management, Inc
- $107 Million
- Q2 2024
A detailed history of Moulton Wealth Management, Inc transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 51,033 shares of USDU stock, worth $1.36 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
51,033Holding current value
$1.36 Million% of portfolio
1.29%Shares
1 transactions
Others Institutions Holding USDU
# of Institutions
63Shares Held
6.27MCall Options Held
0Put Options Held
1.6K-
Assetmark, Inc1.61MShares$42.7 Million0.14% of portfolio
-
Gen Wealth Group, Inc.506KShares$13.4 Million3.39% of portfolio
-
Osborne Partners Capital Management, LLC448KShares$11.9 Million0.73% of portfolio
-
Envestnet Asset Management Inc395KShares$10.5 Million0.0% of portfolio
-
Jane Street Group, LLC New York, NY314KShares$8.36 Million0.01% of portfolio