Avantax Advisory Services, Inc. Wisdomtree Tr Dynamic Currency Transaction History
Avantax Advisory Services, Inc.
- $16 Billion
- Q1 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 11,294 shares of DDLS stock, worth $434,593. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,294
Previous 10,898
3.63%
Holding current value
$434,593
Previous $381,000
4.72%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DDLS
# of Institutions
38Shares Held
948KCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL190KShares$7.3 Million0.01% of portfolio
-
High Note Wealth, LLC Deephaven, MN113KShares$4.35 Million1.02% of portfolio
-
Bms Financial Advisors, LLC106KShares$4.06 Million2.24% of portfolio
-
Ae Wealth Management LLC90.8KShares$3.49 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC77.7KShares$2.99 Million0.0% of portfolio