Gen Wealth Group, Inc. Wisdomtree Bloomberg U.S. Doll Transaction History
Gen Wealth Group, Inc.
- $432 Million
- Q3 2024
A detailed history of Gen Wealth Group, Inc. transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 540,627 shares of USDU stock, worth $14.8 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
540,627
Previous 505,516
6.95%
Holding current value
$14.8 Million
Previous $13.7 Million
4.73%
% of portfolio
3.32%
Previous 3.39%
Shares
9 transactions
Others Institutions Holding USDU
# of Institutions
57Shares Held
7.48MCall Options Held
0Put Options Held
1.6K-
Flagship Harbor Advisors, LLC1.62MShares$44.4 Million2.47% of portfolio
-
Assetmark, Inc1.61MShares$44.1 Million0.14% of portfolio
-
Osborne Partners Capital Management, LLC458KShares$12.6 Million0.69% of portfolio
-
Envestnet Asset Management Inc395KShares$10.8 Million0.0% of portfolio
-
Jane Street Group, LLC New York, NY314KShares$8.63 Million0.01% of portfolio