Principal Securities, Inc. Wisdomtree Tr Transaction History
Principal Securities, Inc.
- $3.63 Trillion
- Q2 2024
A detailed history of Principal Securities, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Principal Securities, Inc. holds 115 shares of DWM stock, worth $6,657. This represents 0.0% of its overall portfolio holdings.
Number of Shares
115
Previous 115
-0.0%
Holding current value
$6,657
Previous $6.3 Million
1.97%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DWM
# of Institutions
133Shares Held
6.62MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$59.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC794KShares$46 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC426KShares$24.7 Million0.06% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL397KShares$23 Million2.43% of portfolio
-
Legacy Financial Advisors, Inc.377KShares$21.8 Million4.0% of portfolio