Twelve Points Wealth Management LLC Wisdomtree Tr Managed Futures Transaction History
Twelve Points Wealth Management LLC
- $265 Million
- Q1 2024
A detailed history of Twelve Points Wealth Management LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 37,658 shares of WTMF stock, worth $1.37 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
37,658
Previous 38,406
1.95%
Holding current value
$1.37 Million
Previous $1.35 Million
4.9%
% of portfolio
0.53%
Previous 0.66%
Shares
10 transactions
Others Institutions Holding WTMF
# of Institutions
60Shares Held
4.78MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.09MShares$39.5 Million0.0% of portfolio
-
Cambria Investment Management, L.P.371KShares$13.5 Million0.87% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS322KShares$11.7 Million0.19% of portfolio
-
O'Dell Group, LLC Cincinnati, OH304KShares$11 Million2.99% of portfolio
-
Centric Wealth Management285KShares$10.3 Million3.49% of portfolio