Monument Group Wealth Advisors, LLC Wisdomtree Tr U.S Transaction History
Monument Group Wealth Advisors, LLC
- $135 Billion
- Q1 2024
A detailed history of Monument Group Wealth Advisors, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 4,119 shares of DHS stock, worth $347,108. This represents 0.26% of its overall portfolio holdings.
Number of Shares
4,119
Previous 4,119
-0.0%
Holding current value
$347,108
Previous $338 Million
5.45%
% of portfolio
0.26%
Previous 0.29%
Shares
1 transactions
Others Institutions Holding DHS
# of Institutions
208Shares Held
6.08MCall Options Held
0Put Options Held
0-
Cwm, LLC1.02MShares$86.2 Million0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC483KShares$40.7 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA401KShares$33.8 Million0.01% of portfolio
-
Linscomb & Williams, Inc. Houston, TX367KShares$30.9 Million1.64% of portfolio
-
Cetera Investment Advisers Schaumburg, IL363KShares$30.6 Million0.08% of portfolio