Falcon Wealth Planning Wisdomtree Tr Transaction History
Falcon Wealth Planning
- $769 Million
- Q2 2024
A detailed history of Falcon Wealth Planning transactions in Wisdomtree Tr stock. As of the latest transaction made, Falcon Wealth Planning holds 14,002 shares of DWM stock, worth $794,613. This represents 0.1% of its overall portfolio holdings.
Number of Shares
14,002
Previous 14,429
2.96%
Holding current value
$794,613
Previous $790,000
4.81%
% of portfolio
0.1%
Previous 0.13%
Shares
15 transactions
Others Institutions Holding DWM
# of Institutions
133Shares Held
6.62MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$58.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC794KShares$45.1 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC426KShares$24.2 Million0.06% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL397KShares$22.5 Million2.43% of portfolio
-
Legacy Financial Advisors, Inc.377KShares$21.4 Million4.0% of portfolio