Comprehensive Wealth Management, LLC WTMF Holdings History
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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