Twelve Points Wealth Management LLC Wisdomtree Tr Managed Futures Transaction History
Twelve Points Wealth Management LLC
- $307 Million
- Q3 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 33,300 shares of WTMF stock, worth $1.19 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
33,300
Previous 34,942
4.7%
Holding current value
$1.19 Million
Previous $1.27 Million
6.71%
% of portfolio
0.38%
Previous 0.46%
Shares
12 transactions
Others Institutions Holding WTMF
# of Institutions
60Shares Held
4.93MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.13MShares$40.2 Million0.0% of portfolio
-
Iht Wealth Management, LLC Chicago, IL541KShares$19.3 Million0.75% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS317KShares$11.3 Million0.15% of portfolio
-
O'Dell Group, LLC Cincinnati, OH304KShares$10.9 Million2.88% of portfolio
-
Centric Wealth Management292KShares$10.4 Million3.22% of portfolio