Prevail Innovative Wealth Advisors, LLC Wisdomtree Bloomberg U.S. Doll Transaction History
Prevail Innovative Wealth Advisors, LLC
- $515 Billion
- Q3 2025
A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 165,710 shares of USDU stock, worth $4.45 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
165,710Holding current value
$4.45 Million% of portfolio
0.85%Shares
1 transactions
Others Institutions Holding USDU
# of Institutions
50Shares Held
3.51MCall 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
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Maridea Wealth Management LLC Brooklyn, NY225KShares$6.05 Million0.87% of portfolio
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Summit Place Financial Advisors, LLC206KShares$5.52 Million2.76% of portfolio