Trek Financial, LLC Wisdomtree Bloomberg U.S. Doll Transaction History
Trek Financial, LLC
- $1.54 Billion
- Q3 2025
A detailed history of Trek Financial, LLC transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Trek Financial, LLC holds 323,715 shares of USDU stock, worth $8.69 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
323,715Holding current value
$8.69 Million% of portfolio
0.56%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
-
Summit Place Financial Advisors, LLC206KShares$5.52 Million2.76% of portfolio
-
Prevail Innovative Wealth Advisors, LLC Leawood, KS166KShares$4.45 Million0.85% of portfolio
-
Morgan Stanley New York, NY162KShares$4.35 Million0.0% of portfolio