Ever Source Wealth Advisors, LLC Wisdomtree Tr Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 325 shares of DWM stock, worth $17,481. This represents 0.0% of its overall portfolio holdings.

Number of Shares
325
Previous 325 -0.0%
Holding current value
$17,481
Previous $17,000 5.88%
% of portfolio
0.0%
Previous 0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 09, 2023
BUY
$39.94 - $48.25 $12,980 - $15,681
325 New
325 $15,000

Others Institutions Holding DWM

# of Institutions
126
Shares Held
5.86M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DWM Quotes by TradingView
  • Ticker DWM
  • Sector ETFs
  • Industry ETFs
More about DWM
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