Frazier Financial Advisors, LLC Wisdomtree Tr Transaction History
Frazier Financial Advisors, LLC
- $126 Billion
- Q2 2024
A detailed history of Frazier Financial Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Frazier Financial Advisors, LLC holds 17,744 shares of DWM stock, worth $1.01 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
17,744
Previous 17,861
0.66%
Holding current value
$1.01 Million
Previous $979 Million
2.62%
% of portfolio
0.76%
Previous 0.8%
Shares
3 transactions
Others Institutions Holding DWM
# of Institutions
132Shares Held
6.58MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$58.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC794KShares$45 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC426KShares$24.2 Million0.06% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL397KShares$22.5 Million2.43% of portfolio
-
Legacy Financial Advisors, Inc.377KShares$21.4 Million4.0% of portfolio