Frazier Financial Advisors, LLC Wisdomtree Tr Transaction History

Frazier Financial Advisors, LLC

  • $129 Billion
  • Q3 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 17,065 shares of DWM stock, worth $920,827. This represents 0.76% of its overall portfolio holdings.

Number of Shares
17,065
Previous 17,744 3.83%
Holding current value
$920,827
Previous $953 Million 3.04%
% of portfolio
0.76%
Previous 0.76%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$52.24 - $58.1 $35,470 - $39,449
-679 Reduced 3.83%
17,065 $982 Million
Q2 2024

Aug 12, 2024
SELL
$52.54 - $56.44 $6,147 - $6,603
-117 Reduced 0.66%
17,744 $953 Million
Q1 2024

May 13, 2024
SELL
$50.94 - $55.08 $27,915 - $30,183
-548 Reduced 2.98%
17,861 $979 Million
Q4 2023

Feb 09, 2024
BUY
$46.5 - $52.58 $856,018 - $967,945
18,409 New
18,409 $967 Million

Others Institutions Holding DWM

# of Institutions
126
Shares Held
5.86M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DWM Quotes by TradingView
  • Ticker DWM
  • Sector ETFs
  • Industry ETFs
More about DWM
Track This Portfolio

Track Frazier Financial Advisors, LLC Portfolio

Follow Frazier Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Frazier Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Frazier Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email