Moulton Wealth Management, Inc Wisdomtree Bloomberg U.S. Doll Transaction History

Moulton Wealth Management, Inc

  • $129 Million
  • Q4 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 11,700 shares of USDU stock, worth $319,995. This represents 0.25% of its overall portfolio holdings.

Number of Shares
11,700
Previous 25,467 54.06%
Holding current value
$319,995
Previous $675,000 52.15%
% of portfolio
0.25%
Previous 0.57%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$26.57 - $28.65 $365,789 - $394,424
-13,767 Reduced 54.06%
11,700 $323,000
Q3 2024

Oct 17, 2024
SELL
$26.31 - $27.16 $672,641 - $694,372
-25,566 Reduced 50.1%
25,467 $675,000
Q2 2024

Jul 16, 2024
BUY
$26.12 - $27.15 $1.33 Million - $1.39 Million
51,033 New
51,033 $1.38 Million

Others Institutions Holding USDU

# of Institutions
70
Shares Held
5.93M
Call Options Held
10.8K
Put Options Held
1.6K
View Full List

About WISDOMTREE BLOOMBERG U.S. DOLL

USDU Quotes by TradingView
  • Ticker USDU
  • Sector ETFs
  • Industry ETFs
More about USDU
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