Bordeaux Wealth Advisors LLC Wisdomtree Tr U.S Transaction History
Bordeaux Wealth Advisors LLC
- $551 Million
- Q3 2024
A detailed history of Bordeaux Wealth Advisors LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 6,284 shares of DHS stock, worth $592,455. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,284
Previous 6,226
0.93%
Holding current value
$592,455
Previous $526,000
11.98%
% of portfolio
0.11%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DHS
# of Institutions
223Shares Held
5.72MCall Options Held
0Put Options Held
0-
Cwm, LLC911KShares$85.9 Million0.37% of portfolio
-
Wells Fargo & Company San Francisco, CA427KShares$40.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC393KShares$37.1 Million0.02% of portfolio
-
Linscomb & Williams, Inc. Houston, TX357KShares$33.6 Million1.67% of portfolio
-
Cetera Investment Advisers Schaumburg, IL350KShares$33 Million0.07% of portfolio