Trajan Wealth LLC Wisdomtree Tr Managed Futures Transaction History
Trajan Wealth LLC
- $1.7 Trillion
- Q3 2024
A detailed history of Trajan Wealth LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Trajan Wealth LLC holds 15,516 shares of WTMF stock, worth $551,128. This represents 0.03% of its overall portfolio holdings.
Number of Shares
15,516
Previous 18,441
15.86%
Holding current value
$551,128
Previous $669 Million
17.6%
% of portfolio
0.03%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding WTMF
# of Institutions
70Shares Held
5.16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.15MShares$40.9 Million0.0% of portfolio
-
Iht Wealth Management, LLC Chicago, IL545KShares$19.4 Million0.56% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS510KShares$18.1 Million0.22% of portfolio
-
O'Dell Group, LLC Cincinnati, OH316KShares$11.2 Million2.65% of portfolio
-
Ethos Financial Group, LLC King Of Prussia, PA283KShares$10 Million1.9% of portfolio