Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$18,024.75
% of Total Estimate Gain
0.08%

Comprehensive Wealth Management, LLC's WisdomTree Managed Futures Strategy Fund Holding Summary

As of 2025-03-31, Comprehensive Wealth Management, LLC held - shares of WisdomTree Managed Futures Strategy Fund(WTMF), totaling N/A. This investment constitutes 0% of their stock portfolio, and Comprehensive Wealth Management, LLC now holds 0% of the outstanding WisdomTree Managed Futures Strategy Fund(WTMF) stock.

The initial trade took place in 2020Q4. And since then Comprehensive Wealth Management, LLC has made 7 purchases of WTMF, at an average price of $35.70, for a total of 615,597.00 shares. In addition, there have been 6 sales at an average price of $35.73 for 615,597.00 shares. Based on historical transaction data and WTMF's current price of $35.42, Comprehensive Wealth Management, LLC's estimated gain on his WTMF holdings is $18,024.75, reflecting a 0.08% gain to date.

Comprehensive Wealth Management, LLC WTMF ($35.42) Holding Chart

Comprehensive Wealth Management, LLC WTMF ($35.42) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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