Summit Place Financial Advisors, LLC USDU Holdings History
Summit Place Financial Advisors, LLC's WisdomTree Bloomberg U.S. Dollar Bullish Fund Holding Summary
As of 2025-06-30, Summit Place Financial Advisors, LLC held 215,292.00 shares of WisdomTree Bloomberg U.S. Dollar Bullish Fund(USDU), totaling $5.55 Mil. This investment constitutes 2.79% of their stock portfolio, and Summit Place Financial Advisors, LLC now holds 4.22% of the outstanding WisdomTree Bloomberg U.S. Dollar Bullish Fund(USDU) stock.
The initial trade took place in 2021Q3. And since then Summit Place Financial Advisors, LLC has made 10 purchases of USDU, at an average price of $25.95, for a total of 270,224.00 shares. In addition, there have been 6 sales at an average price of $27.59 for 54,932.00 shares. Based on historical transaction data and USDU's current price of $25.98, Summit Place Financial Advisors, LLC's estimated gain on his USDU holdings is $97,328.85, reflecting a 1.39% gain to date.
Summit Place Financial Advisors, LLC USDU ($25.98) Holding Chart
Summit Place Financial Advisors, LLC USDU ($25.98) 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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