Vital Stone Financial, LLC Wisdomtree Bloomberg U.S. Doll Transaction History
Vital Stone Financial, LLC
- $141 Million
- Q3 2024
A detailed history of Vital Stone Financial, LLC transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Vital Stone Financial, LLC holds 79,493 shares of USDU stock, worth $2.14 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
79,493
Previous 89,903
11.58%
Holding current value
$2.14 Million
Previous $2.44 Million
13.43%
% of portfolio
1.49%
Previous 1.82%
Shares
4 transactions
Others Institutions Holding USDU
# of Institutions
49Shares Held
3.41MCall Options Held
19KPut Options Held
33.6K-
Gen Wealth Group, Inc.638KShares$17.1 Million3.16% of portfolio
-
Osborne Partners Capital Management, LLC512KShares$13.8 Million0.69% of portfolio
-
Trek Financial, LLC Scottsdale, AZ324KShares$8.69 Million0.56% of portfolio
-
Maridea Wealth Management LLC Brooklyn, NY225KShares$6.05 Million0.87% of portfolio
-
Summit Place Financial Advisors, LLC206KShares$5.52 Million2.76% of portfolio