1858 Wealth Management, LLC Wisdomtree Tr Currency Hedged Transaction History
1858 Wealth Management, LLC
- $105 Billion
- Q1 2024
A detailed history of 1858 Wealth Management, LLC transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, 1858 Wealth Management, LLC holds 36,717 shares of DDWM stock, worth $1.25 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
36,717
Previous 36,717
-0.0%
Holding current value
$1.25 Million
Previous $1.18 Billion
-0.0%
% of portfolio
1.12%
Previous 1.12%
Shares
1 transactions
Others Institutions Holding DDWM
# of Institutions
68Shares Held
6.24MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC956KShares$32.6 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL878KShares$29.9 Million0.05% of portfolio
-
Fundamentun, LLC Beachwood, OH495KShares$16.9 Million1.77% of portfolio
-
Exchange Capital Management, Inc.480KShares$16.4 Million2.75% of portfolio
-
Steward Partners Investment Advisory, LLC394KShares$13.4 Million0.15% of portfolio