Cbiz Investment Advisory Services, LLC Wisdomtree Tr Transaction History
Cbiz Investment Advisory Services, LLC
- $345 Million
- Q1 2025
A detailed history of Cbiz Investment Advisory Services, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 15 shares of DWM stock, worth $907. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15Holding current value
$907% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DWM
# of Institutions
130Shares Held
5.87MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$64.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC506KShares$30.6 Million0.01% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL390KShares$23.6 Million2.19% of portfolio
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Bank Of America Corp Charlotte, NC350KShares$21.2 Million0.0% of portfolio
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Wealth Enhancement Advisory Services, LLC342KShares$20.7 Million0.04% of portfolio