Creative Capital Management Investments LLC Wisdomtree Tr Transaction History
Creative Capital Management Investments LLC
- $179 Million
- Q1 2024
A detailed history of Creative Capital Management Investments LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Creative Capital Management Investments LLC holds 539 shares of DWM stock, worth $29,618. This represents 0.02% of its overall portfolio holdings.
Number of Shares
539
Previous 539
-0.0%
Holding current value
$29,618
Previous $28,000
3.57%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DWM
# of Institutions
131Shares Held
6.48MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$56.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC789KShares$43.3 Million0.02% of portfolio
-
Shakespeare Wealth Management, Inc. Pewaukee, WI438KShares$24.1 Million6.94% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL399KShares$21.9 Million2.98% of portfolio
-
Legacy Financial Advisors, Inc.397KShares$21.8 Million4.33% of portfolio