Atria Wealth Solutions, Inc. Wisdomtree Tr Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 03, 2023	BUY	$48.54 - $51.63 $212,847 - $226,397	4,385 New	4,385 $219,000

Others Institutions Holding DWM

# of Institutions

126

Shares Held

5.86M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.08M
Shares

$57.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$39.3 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$20.7 Million
2.04% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$20.1 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$18.3 Million
0.0% of portfolio

About WISDOMTREE TR

Ticker DWM
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