Avantax Advisory Services, Inc. Wisdomtree Tr Dynamic Currency Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Wisdomtree Tr Dynamic Currency stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 11,530 shares of DDLS stock, worth $472,960. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,530
Previous 11,294
2.09%
Holding current value
$472,960
Previous $399,000
14.04%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DDLS
# of Institutions
43Shares Held
1.42MCall Options Held
0Put Options Held
0-
Stonebridge Wealth Management, LLC Oak Brook, IL234KShares$9.6 Million8.72% of portfolio
-
Cetera Investment Advisers Schaumburg, IL187KShares$7.69 Million0.01% of portfolio
-
Berkeley, Inc Boise, ID167KShares$6.83 Million2.36% of portfolio
-
High Note Wealth, LLC Deephaven, MN118KShares$4.83 Million1.09% of portfolio
-
Bms Financial Advisors, LLC106KShares$4.33 Million2.24% of portfolio