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 $5.18 Million. This represents 2.59% of its overall portfolio holdings.
Number of Shares
122,768Holding current value
$5.18 Million% of portfolio
2.59%Shares
1 transactions
Others Institutions Holding DDWM
# of Institutions
118Shares Held
17.1MCall Options Held
0Put Options Held
0-
Park National Corp3.28MShares$139 Million4.55% of portfolio
-
Morgan Stanley New York, NY1.74MShares$73.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.35MShares$57 Million0.02% of portfolio
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Hennion & Walsh Asset Management, Inc.1.18MShares$49.8 Million1.99% of portfolio
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Capital Asset Advisory Services LLC Haslett, MI1.11MShares$46.9 Million2.02% of portfolio