My Legacy Advisors, LLC Wisdomtree Tr Managed Futures Transaction History
My Legacy Advisors, LLC
- $275 Million
- Q4 2023
A detailed history of My Legacy Advisors, LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, My Legacy Advisors, LLC holds 20,774 shares of WTMF stock, worth $762,405. This represents 0.27% of its overall portfolio holdings.
Number of Shares
20,774
Previous 20,376
1.95%
Holding current value
$762,405
Previous $717,000
1.53%
% of portfolio
0.27%
Previous 0.29%
Shares
7 transactions
Others Institutions Holding WTMF
# of Institutions
61Shares Held
4.78MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.09MShares$39.9 Million0.0% of portfolio
-
Cambria Investment Management, L.P.371KShares$13.6 Million0.87% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS322KShares$11.8 Million0.19% of portfolio
-
O'Dell Group, LLC Cincinnati, OH304KShares$11.2 Million2.99% of portfolio
-
Centric Wealth Management285KShares$10.4 Million3.49% of portfolio