Private Wealth Strategies, L.L.C. Wisdomtree Tr Us Multifactor F Transaction History
Private Wealth Strategies, L.L.C.
- $490 Million
- Q2 2024
A detailed history of Private Wealth Strategies, L.L.C. transactions in Wisdomtree Tr Us Multifactor F stock. As of the latest transaction made, Private Wealth Strategies, L.L.C. holds 1,191,758 shares of USMF stock, worth $60.1 Million. This represents 11.04% of its overall portfolio holdings.
Number of Shares
1,191,758
Previous 1,170,320
1.83%
Holding current value
$60.1 Million
Previous $54.5 Million
0.6%
% of portfolio
11.04%
Previous 11.41%
Shares
19 transactions
Others Institutions Holding USMF
# of Institutions
62Shares Held
5.26MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL1.29MShares$65 Million0.09% of portfolio
-
Great Valley Advisor Group, Inc.464KShares$23.4 Million0.59% of portfolio
-
Team Financial Group, LLC Temecula, CA368KShares$18.6 Million10.7% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL306KShares$15.4 Million0.02% of portfolio
-
Insight Advisors, LLC Newtown, PA136KShares$6.87 Million1.79% of portfolio