Asset Dedication, LLC Wisdomtree Tr Dynamic Currency Transaction History
Asset Dedication, LLC
- $1.35 Billion
- Q2 2025
Shares
5 transactions
Others Institutions Holding DDLS
# of Institutions
43Shares Held
1.42MCall Options Held
0Put Options Held
0-
Stonebridge Wealth Management, LLC Oak Brook, IL235KShares$9.8 Million8.47% of portfolio
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Cetera Investment Advisers Schaumburg, IL187KShares$7.81 Million0.01% of portfolio
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Berkeley, Inc Boise, ID167KShares$6.94 Million2.36% of portfolio
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High Note Wealth, LLC Deephaven, MN118KShares$4.91 Million1.09% of portfolio
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Bms Financial Advisors, LLC106KShares$4.39 Million2.24% of portfolio