Lri Investments, LLC Wisdomtree Tr Transaction History
Lri Investments, LLC
- $1.04 Trillion
- Q4 2024
A detailed history of Lri Investments, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Lri Investments, LLC holds 390,651 shares of DWM stock, worth $22.3 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
390,651
Previous 390,651
-0.0%
Holding current value
$22.3 Million
Previous $21 Billion
2.0%
% of portfolio
1.98%
Previous 2.04%
Shares
3 transactions
Others Institutions Holding DWM
# of Institutions
126Shares Held
6.12MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$60.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC712KShares$40.6 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$21.6 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC350KShares$19.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA313KShares$17.8 Million0.0% of portfolio