Bordeaux Wealth Advisors LLC Wisdomtree Tr U.S Transaction History

Bordeaux Wealth Advisors LLC

  • $619 Million
  • Q4 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 6,346 shares of DHS stock, worth $607,185. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,346
Previous 6,284 0.99%
Holding current value
$607,185
Previous $586,000 1.02%
% of portfolio
0.1%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$92.66 - $100.58 $5,744 - $6,235
62 Added 0.99%
6,346 $592,000
Q3 2024

Nov 04, 2024
BUY
$83.9 - $93.83 $4,866 - $5,442
58 Added 0.93%
6,284 $589,000
Q2 2024

Aug 02, 2024
BUY
$81.94 - $87.24 $510,158 - $543,156
6,226 New
6,226 $526,000

Others Institutions Holding DHS

# of Institutions
228
Shares Held
5.67M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S

DHS Quotes by TradingView
  • Ticker DHS
  • Sector ETFs
  • Industry ETFs
More about DHS
Track This Portfolio

Track Bordeaux Wealth Advisors LLC Portfolio

Follow Bordeaux Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bordeaux Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bordeaux Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email