Regimen Wealth, LLC Wisdomtree Tr Transaction History
Regimen Wealth, LLC
- $290 Billion
- Q2 2024
A detailed history of Regimen Wealth, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Regimen Wealth, LLC holds 4,207 shares of DWM stock, worth $234,666. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,207
Previous 5,358
21.48%
Holding current value
$234,666
Previous $294 Million
23.04%
% of portfolio
0.08%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding DWM
# of Institutions
132Shares Held
6.58MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$57.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC794KShares$44.3 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC426KShares$23.8 Million0.06% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL397KShares$22.1 Million2.43% of portfolio
-
Legacy Financial Advisors, Inc.377KShares$21 Million4.0% of portfolio