Private Wealth Strategies, L.L.C. Wisdomtree Tr Us Multifactor F Call Options Transaction History

Private Wealth Strategies, L.L.C.

$490 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding USMF

# of Institutions

57

Shares Held

5.02M

Call Options Held

23.9K

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

1.29M
Shares

$62.9 Million
0.09% of portfolio
Great Valley Advisor Group, Inc.

462K
Shares

$22.6 Million
0.61% of portfolio
Team Financial Group, LLC Temecula, CA

368K
Shares

$18 Million
10.7% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

306K
Shares

$14.9 Million
0.02% of portfolio
Insight Advisors, LLC Newtown, PA

136K
Shares

$6.66 Million
1.79% of portfolio

About WISDOMTREE TR US MULTIFACTOR F

Ticker USMF
Sector ETFs
Industry ETFs

More about USMF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Strategies, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Strategies, L.L.C. with notifications on news.