Stonebridge Wealth Management, LLC Wisdomtree Tr U.S Transaction History
Stonebridge Wealth Management, LLC
- $117 Billion
- Q3 2025
A detailed history of Stonebridge Wealth Management, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Stonebridge Wealth Management, LLC holds 96,135 shares of DHS stock, worth $9.72 Million. This represents 8.31% of its overall portfolio holdings.
Number of Shares
96,135
Previous 98,470
2.37%
Holding current value
$9.72 Million
Previous $9.45 Billion
2.48%
% of portfolio
8.31%
Previous 8.91%
Shares
2 transactions
Others Institutions Holding DHS
# of Institutions
261Shares Held
6.71MCall Options Held
0Put Options Held
0-
Cwm, LLC859KShares$86.8 Million0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA503KShares$50.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC423KShares$42.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC405KShares$41 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL376KShares$38 Million0.06% of portfolio