Bms Financial Advisors, LLC Wisdomtree Tr Dynamic Currency Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Wisdomtree Tr Dynamic Currency stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 105,515 shares of DDLS stock, worth $4.46 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
105,515Holding current value
$4.46 Million% of portfolio
2.24%Shares
1 transactions
Others Institutions Holding DDLS
# of Institutions
43Shares Held
1.42MCall Options Held
0Put Options Held
0-
Stonebridge Wealth Management, LLC Oak Brook, IL234KShares$9.89 Million8.72% of portfolio
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Cetera Investment Advisers Schaumburg, IL187KShares$7.92 Million0.01% of portfolio
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Berkeley, Inc Boise, ID167KShares$7.04 Million2.36% of portfolio
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High Note Wealth, LLC Deephaven, MN118KShares$4.98 Million1.09% of portfolio
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Ae Wealth Management LLC105KShares$4.42 Million0.04% of portfolio