Western Wealth Management, LLC Wisdomtree Tr Us Multifactor F Transaction History
Western Wealth Management, LLC
- $321 Million
- Q4 2024
A detailed history of Western Wealth Management, LLC transactions in Wisdomtree Tr Us Multifactor F stock. As of the latest transaction made, Western Wealth Management, LLC holds 40,067 shares of USMF stock, worth $1.99 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
40,067
Previous 82,351
51.35%
Holding current value
$1.99 Million
Previous $4.02 Million
50.55%
% of portfolio
0.62%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding USMF
# of Institutions
71Shares Held
8.76MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.34MShares$116 Million0.53% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.29MShares$63.9 Million0.09% of portfolio
-
Private Wealth Strategies, L.L.C.1.19MShares$59.1 Million11.04% of portfolio
-
Great Valley Advisor Group, Inc.458KShares$22.7 Million0.56% of portfolio
-
Team Financial Group, LLC Temecula, CA379KShares$18.8 Million10.8% of portfolio