Advyzon Investment Management, LLC Wisdomtree Bloomberg U.S. Doll Transaction History
Advyzon Investment Management, LLC
- $583 Billion
- Q3 2025
A detailed history of Advyzon Investment Management, LLC transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 99,109 shares of USDU stock, worth $2.66 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
99,109
Previous 115,043
13.85%
Holding current value
$2.66 Million
Previous $2.96 Billion
11.78%
% of portfolio
0.45%
Previous 0.66%
Shares
2 transactions
Others Institutions Holding USDU
# of Institutions
49Shares Held
3.4MCall 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
-
Summit Place Financial Advisors, LLC206KShares$5.52 Million2.76% of portfolio
-
Prevail Innovative Wealth Advisors, LLC Leawood, KS166KShares$4.45 Million0.85% of portfolio