Worth Pointe, LLC Wisdomtree Bloomberg U.S. Doll Transaction History
Worth Pointe, LLC
- $259 Million
- Q3 2025
Shares
6 transactions
Others Institutions Holding USDU
# of Institutions
57Shares Held
3.99MCall Options Held
48.7KPut Options Held
59.2K-
Gen Wealth Group, Inc.590KShares$15.7 Million3.09% of portfolio
-
Aptus Capital Advisors, LLC550KShares$14.7 Million0.13% of portfolio
-
Mc Elhenny Sheffield Capital Management, LLC519KShares$13.9 Million3.6% of portfolio
-
Osborne Partners Capital Management, LLC480KShares$12.8 Million0.66% of portfolio
-
Bank Of America Corp Charlotte, NC226KShares$6.04 Million0.0% of portfolio