Carolinas Wealth Consulting LLC Wisdomtree Tr Transaction History
Carolinas Wealth Consulting LLC
- $535 Million
- Q1 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 27 shares of DWM stock, worth $1,485. This represents 0.0% of its overall portfolio holdings.
Number of Shares
27
Previous 27
-0.0%
Holding current value
$1,485
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DWM
# of Institutions
133Shares Held
6.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$56.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC789KShares$43.4 Million0.02% of portfolio
-
Shakespeare Wealth Management, Inc. Pewaukee, WI438KShares$24.1 Million6.94% of portfolio
-
Wealth Enhancement Advisory Services, LLC426KShares$23.4 Million0.06% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL399KShares$21.9 Million2.98% of portfolio