Moulton Wealth Management, Inc Wisdomtree Bloomberg U.S. Doll Transaction History

Moulton Wealth Management, Inc

  • $118 Million
  • Q3 2024

A detailed history of Moulton Wealth Management, Inc transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 25,467 shares of USDU stock, worth $698,814. This represents 0.57% of its overall portfolio holdings.

Number of Shares
25,467
Previous 51,033 50.1%
Holding current value
$698,814
Previous $1.38 Million 51.16%
% of portfolio
0.57%
Previous 1.29%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$26.31 - $27.16 $672,641 - $694,372
-25,566 Reduced 50.1%
25,467 $675,000
Q2 2024

Jul 16, 2024
BUY
$26.12 - $27.15 $1.33 Million - $1.39 Million
51,033 New
51,033 $1.38 Million

Others Institutions Holding USDU

# of Institutions
57
Shares Held
7.48M
Call Options Held
0
Put Options Held
1.6K
View Full List

About WISDOMTREE BLOOMBERG U.S. DOLL

USDU Quotes by TradingView
  • Ticker USDU
  • Sector ETFs
  • Industry ETFs
More about USDU
Track This Portfolio

Track Moulton Wealth Management, Inc Portfolio

Follow Moulton Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moulton Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Moulton Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email