Summit Financial, LLC Wisdomtree Bloomberg U.S. Doll Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$26.9 - $27.93 $1.59 Million - $1.65 Million	59,015 New	59,015 $1.61 Million

Others Institutions Holding USDU

# of Institutions

49

Shares Held

3.4M

Call Options Held

19K

Put Options Held

33.6K

Gen Wealth Group, Inc.

638K
Shares

$17.1 Million
3.16% of portfolio
Osborne Partners Capital Management, LLC

512K
Shares

$13.8 Million
0.69% of portfolio
Trek Financial, LLC Scottsdale, AZ

324K
Shares

$8.69 Million
0.56% of portfolio
Summit Place Financial Advisors, LLC

206K
Shares

$5.52 Million
2.76% of portfolio
Prevail Innovative Wealth Advisors, LLC Leawood, KS

166K
Shares

$4.45 Million
0.85% of portfolio

About WISDOMTREE BLOOMBERG U.S. DOLL

Ticker USDU
Sector ETFs
Industry ETFs

More about USDU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.