Napa Wealth Management Wisdomtree Bloomberg U.S. Doll Transaction History
Napa Wealth Management
- $231 Billion
- Q4 2024
A detailed history of Napa Wealth Management transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Napa Wealth Management holds 13,218 shares of USDU stock, worth $361,512. This represents 0.16% of its overall portfolio holdings.
Number of Shares
13,218
Previous 33,717
60.8%
Holding current value
$361,512
Previous $895 Million
59.13%
% of portfolio
0.16%
Previous 0.42%
Shares
2 transactions
Others Institutions Holding USDU
# of Institutions
70Shares Held
5.93MCall Options Held
10.8KPut Options Held
1.6K-
3 Edge Asset Management, LP1.68MShares$46 Million3.2% of portfolio
-
Gen Wealth Group, Inc.559KShares$15.3 Million3.55% of portfolio
-
Osborne Partners Capital Management, LLC462KShares$12.6 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC434KShares$11.9 Million0.01% of portfolio
-
Envestnet Asset Management Inc283KShares$7.75 Million0.0% of portfolio