Sovereign Financial Group, Inc. Wisdomtree Bloomberg U.S. Doll Transaction History
Sovereign Financial Group, Inc.
- $536 Million
- Q4 2025
A detailed history of Sovereign Financial Group, Inc. transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 33,388 shares of USDU stock, worth $896,801. This represents 0.17% of its overall portfolio holdings.
Number of Shares
33,388
Previous 31,428
6.24%
Holding current value
$896,801
Previous $829,000
8.08%
% of portfolio
0.17%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding USDU
# of Institutions
52Shares Held
3.65MCall Options Held
19KPut Options Held
33.6K-
Gen Wealth Group, Inc.580KShares$15.6 Million2.64% of portfolio
-
Osborne Partners Capital Management, LLC513KShares$13.8 Million0.73% of portfolio
-
Trek Financial, LLC Scottsdale, AZ324KShares$8.69 Million0.56% of portfolio
-
Maridea Wealth Management LLC Brooklyn, NY225KShares$6.05 Million0.87% of portfolio
-
Summit Place Financial Advisors, LLC206KShares$5.52 Million2.76% of portfolio