Portside Wealth Group, LLC Wisdomtree Bloomberg U.S. Doll Transaction History
Portside Wealth Group, LLC
- $613 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding USDU
# of Institutions
64Shares Held
4.39MCall Options Held
29.1KPut Options Held
11.4K-
Gen Wealth Group, Inc.583KShares$15.3 Million3.54% of portfolio
-
Osborne Partners Capital Management, LLC473KShares$12.5 Million0.75% of portfolio
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Lpl Financial LLC Fort Mill, SC359KShares$9.44 Million0.0% of portfolio
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Vident Advisory, LLC Alpharetta, GA342KShares$9.01 Million0.14% of portfolio
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Envestnet Asset Management Inc247KShares$6.51 Million0.0% of portfolio