First Republic Investment Management, Inc. Wisdomtree Tr Transaction History
First Republic Investment Management, Inc.
- $34.7 Billion
- Q3 2023
A detailed history of First Republic Investment Management, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 6,327 shares of DWM stock, worth $357,159. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,327
Previous 6,393
1.03%
Holding current value
$357,159
Previous $319,000
4.39%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding DWM
# of Institutions
132Shares Held
6.57MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$58.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC794KShares$44.8 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC426KShares$24.1 Million0.06% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL397KShares$22.4 Million2.43% of portfolio
-
Legacy Financial Advisors, Inc.377KShares$21.3 Million4.0% of portfolio