Erts Wealth Advisors, LLC Wisdomtree Tr Transaction History

Erts Wealth Advisors, LLC

$529 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 17, 2023	BUY	$36.15 - $39.0 $917,740 - $990,093	25,387 New	25,387 $937,000

Others Institutions Holding DTH

# of Institutions

82

Shares Held

5.54M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.38M
Shares

$53.3 Million
0.0% of portfolio
Morgan Stanley New York, NY

649K
Shares

$25.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

585K
Shares

$22.6 Million
0.01% of portfolio
Vertex Planning Partners, LLC Downers Grove, IL

330K
Shares

$12.7 Million
3.27% of portfolio
Mariner, LLC Overland Park, KS

192K
Shares

$7.41 Million
0.01% of portfolio

About WISDOMTREE TR

Ticker DTH
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Erts Wealth Advisors, LLC with notifications on news.