Selective Wealth Management, Inc. Wisdomtree Tr Cloud Computing Transaction History
Selective Wealth Management, Inc.
- $247 Million
- Q4 2024
A detailed history of Selective Wealth Management, Inc. transactions in Wisdomtree Tr Cloud Computing stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 312,554 shares of WCLD stock, worth $10.6 Million. This represents 4.75% of its overall portfolio holdings.
Number of Shares
312,554
Previous 323,783
3.47%
Holding current value
$10.6 Million
Previous $10.3 Million
13.33%
% of portfolio
4.75%
Previous 4.32%
Shares
10 transactions
Others Institutions Holding WCLD
# of Institutions
116Shares Held
5.63MCall Options Held
1.7KPut Options Held
3.5K-
Ubs Group Ag643KShares$21.8 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY430KShares$14.6 Million0.0% of portfolio
-
Rmb Capital Management, LLC374KShares$12.7 Million0.33% of portfolio
-
Endurance Services LTD Purchase, NY355KShares$12 Million2.23% of portfolio
-
Stonebridge Financial Group, LLC Wormleysburg, PA327KShares$11.1 Million1.35% of portfolio