Legacy Capital Wealth Partners, LLC Wisdomtree Bloomberg U.S. Doll Transaction History
Legacy Capital Wealth Partners, LLC
- $463 Million
- Q3 2025
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 21,040 shares of USDU stock, worth $565,134. This represents 0.12% of its overall portfolio holdings.
Number of Shares
21,040
Previous 25,764
18.34%
Holding current value
$565,134
Previous $663,000
16.29%
% of portfolio
0.12%
Previous 0.15%
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