Philip James Wealth Mangement, LLC Wisdomtree Tr Transaction History
Philip James Wealth Mangement, LLC
- $774 Billion
- Q4 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 4,319 shares of DWM stock, worth $237,674. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,319
Previous 4,319
-0.0%
Holding current value
$237,674
Previous $249 Million
8.45%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DWM
# of Institutions
122Shares Held
5.99MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.08MShares$59.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC741KShares$40.8 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$21.5 Million2.04% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$20.9 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC345KShares$19 Million0.0% of portfolio