Summit Place Financial Advisors, LLC Wisdomtree Bloomberg U.S. Doll Transaction History

Summit Place Financial Advisors, LLC

  • $162 Million
  • Q1 2024

A detailed history of Summit Place Financial Advisors, LLC transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Summit Place Financial Advisors, LLC holds 208,101 shares of USDU stock, worth $5.64 Million. This represents 3.37% of its overall portfolio holdings.

Number of Shares
208,101
Previous 203,396 2.31%
Holding current value
$5.64 Million
Previous $5.11 Million 6.76%
% of portfolio
3.37%
Previous 3.45%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$25.3 - $26.2 $119,036 - $123,271
4,705 Added 2.31%
208,101 $5.45 Million
Q4 2023

Feb 07, 2024
BUY
$25.06 - $27.98 $186,170 - $207,863
7,429 Added 3.79%
203,396 $5.11 Million
Q3 2023

Nov 08, 2023
SELL
$25.82 - $27.72 $89,466 - $96,049
-3,465 Reduced 1.74%
195,967 $5.41 Million
Q2 2023

Aug 04, 2023
BUY
$25.7 - $26.68 $1.43 Million - $1.48 Million
55,455 Added 38.52%
199,432 $5.29 Million
Q1 2023

Apr 28, 2023
BUY
$25.37 - $26.62 $196,363 - $206,038
7,740 Added 5.68%
143,977 $3.75 Million
Q4 2022

Jan 26, 2023
SELL
$26.05 - $29.57 $153,695 - $174,463
-5,900 Reduced 4.15%
136,237 $0
Q3 2022

Oct 31, 2022
SELL
N/A
-16,528 Reduced 10.42%
142,137 $4.23 Million
Q2 2022

Aug 04, 2022
SELL
N/A
-16,770 Reduced 9.56%
158,665 $4.43 Million
Q1 2022

May 04, 2022
BUY
N/A
105 Added 0.06%
175,435 $4.64 Million
Q4 2021

Jan 25, 2022
BUY
N/A
15,505 Added 9.7%
175,330 $4.57 Million
Q3 2021

Nov 05, 2021
BUY
N/A
9,340 Added 6.21%
159,825 $4.15 Million
Q2 2021

Jul 23, 2021
BUY
N/A
4,795 Added 3.29%
150,485 $3.83 Million
Q1 2021

May 07, 2021
BUY
N/A
5,500 Added 3.92%
145,690 $3.75 Million
Q4 2020

Jan 27, 2021
BUY
N/A
9,120 Added 6.96%
140,190 $3.51 Million
Q3 2020

Oct 28, 2020
BUY
N/A
6,590 Added 5.29%
131,070 $3.49 Million
Q2 2020

Jul 22, 2020
BUY
N/A
6,610 Added 5.61%
124,480 $3.43 Million
Q1 2020

Apr 22, 2020
BUY
N/A
1,915 Added 1.65%
117,870 $3.33 Million
Q4 2019

Feb 07, 2020
BUY
N/A
115,955 New
115,955 $3.09 Million

Others Institutions Holding USDU

# of Institutions
48
Shares Held
4.07M
Call Options Held
0
Put Options Held
1.6K
View Full List

About WISDOMTREE BLOOMBERG U.S. DOLL

USDU Quotes by TradingView
  • Ticker USDU
  • Sector ETFs
  • Industry ETFs
More about USDU
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