Private Wealth Strategies, L.L.C. Wisdomtree Tr Us Multifactor F Transaction History
Private Wealth Strategies, L.L.C.
- $477 Million
- Q1 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 1,170,320 shares of USMF stock, worth $53 Million. This represents 11.41% of its overall portfolio holdings.
Number of Shares
1,170,320
Previous 1,169,396
0.08%
Holding current value
$53 Million
Previous $49.2 Million
10.79%
% of portfolio
11.41%
Previous 11.08%
Shares
18 transactions
Others Institutions Holding USMF
# of Institutions
54Shares Held
4.71MCall Options Held
23.9KPut Options Held
0-
High Tower Advisors, LLC Chicago, IL1.31MShares$59.3 Million0.1% of portfolio
-
Great Valley Advisor Group, Inc.507KShares$23 Million0.74% of portfolio
-
Team Financial Group, LLC Temecula, CA344KShares$15.6 Million10.78% of portfolio
-
Private Advisor Group, LLC110KShares$4.99 Million0.04% of portfolio
-
Insight Advisors, LLC Newtown, PA106KShares$4.79 Million1.49% of portfolio