Ae Wealth Management LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 2024
A detailed history of Ae Wealth Management LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Ae Wealth Management LLC holds 71,439 shares of WTV stock, worth $6.12 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
71,439
Previous 68,059
4.97%
Holding current value
$6.12 Million
Previous $4.97 Million
15.06%
% of portfolio
0.06%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding WTV
# of Institutions
78Shares Held
2.93MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC557KShares$47.7 Million0.02% of portfolio
-
Prism Advisors, Inc.253KShares$21.7 Million5.83% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL243KShares$20.8 Million0.03% of portfolio
-
Legacy Financial Advisors, Inc.218KShares$18.6 Million3.38% of portfolio
-
Private Wealth Strategies, L.L.C.186KShares$15.9 Million2.77% of portfolio