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
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
-
Gen Wealth Group, Inc.541KShares$14.8 Million3.32% of portfolio
-
Osborne Partners Capital Management, LLC458KShares$12.6 Million0.69% of portfolio
-
Envestnet Asset Management Inc395KShares$10.8 Million0.0% of portfolio