Stonebridge Wealth Management, LLC Wisdomtree Tr Dynamic Currency Transaction History
Stonebridge Wealth Management, LLC
- $106 Billion
- Q2 2025
A detailed history of Stonebridge Wealth Management, LLC transactions in Wisdomtree Tr Dynamic Currency stock. As of the latest transaction made, Stonebridge Wealth Management, LLC holds 234,131 shares of DDLS stock, worth $9.9 Million. This represents 8.72% of its overall portfolio holdings.
Number of Shares
234,131Holding current value
$9.9 Million% of portfolio
8.72%Shares
1 transactions
Others Institutions Holding DDLS
# of Institutions
42Shares Held
1.42MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL187KShares$7.93 Million0.01% of portfolio
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Berkeley, Inc Boise, ID167KShares$7.05 Million2.36% of portfolio
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High Note Wealth, LLC Deephaven, MN118KShares$4.98 Million1.09% of portfolio
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Bms Financial Advisors, LLC106KShares$4.46 Million2.24% of portfolio
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Ae Wealth Management LLC105KShares$4.42 Million0.04% of portfolio