Bms Financial Advisors, LLC Wisdomtree Tr Currency Hedged Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 122,768 shares of DDWM stock, worth $4.18 Million. This represents 2.59% of its overall portfolio holdings.
Number of Shares
122,768Holding current value
$4.18 Million% of portfolio
2.59%Shares
1 transactions
Others Institutions Holding DDWM
# of Institutions
68Shares Held
6.24MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC956KShares$32.6 Million0.02% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL878KShares$29.9 Million0.05% of portfolio
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Fundamentun, LLC Beachwood, OH495KShares$16.9 Million1.77% of portfolio
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Exchange Capital Management, Inc.480KShares$16.4 Million2.75% of portfolio
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Steward Partners Investment Advisory, LLC394KShares$13.4 Million0.15% of portfolio