Arkadios Wealth Advisors Wisdomtree Tr Call Options Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DWM

# of Institutions

126

Shares Held

6.1M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.07M
Shares

$62 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

712K
Shares

$41.4 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$22.7 Million
1.98% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$22 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

350K
Shares

$20.3 Million
0.0% of portfolio

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Arkadios Wealth Advisors with notifications on news.