Private Wealth Strategies, L.L.C. USMF Holdings History
Private Wealth Strategies, L.L.C.'s WisdomTree U.S. Multifactor Fund Holding Summary
As of 2024-06-30, Private Wealth Strategies, L.L.C. held 1.19 Mil shares of WisdomTree U.S. Multifactor Fund(USMF), totaling $54.15 Mil. This investment constitutes 10.86% of their stock portfolio, and Private Wealth Strategies, L.L.C. now holds -% of the outstanding WisdomTree U.S. Multifactor Fund(USMF) stock.
The initial trade took place in 2021Q2. And since then Private Wealth Strategies, L.L.C. has made 11 purchases of USMF, at an average price of $39.09, for a total of 1.25 Mil shares. In addition, there have been 2 sales at an average price of $39.22 for 61,684.00 shares. Based on historical transaction data and USMF's current price of $51.00, Private Wealth Strategies, L.L.C.'s estimated gain on his USMF holdings is $14.21 Mil, reflecting a 29.00% gain to date.
Private Wealth Strategies, L.L.C. USMF ($51.00) Holding Chart
Private Wealth Strategies, L.L.C. USMF ($51.00) 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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