Frazier Financial Advisors, LLC Wisdomtree Tr Transaction History
Frazier Financial Advisors, LLC
- $122 Billion
- Q1 2024
A detailed history of Frazier Financial Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Frazier Financial Advisors, LLC holds 17,861 shares of DWM stock, worth $982,355. This represents 0.8% of its overall portfolio holdings.
Number of Shares
17,861
Previous 18,409
2.98%
Holding current value
$982,355
Previous $967 Million
1.25%
% of portfolio
0.8%
Previous 0.84%
Shares
2 transactions
Others Institutions Holding DWM
# of Institutions
133Shares Held
6.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$56.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC789KShares$43.4 Million0.02% of portfolio
-
Shakespeare Wealth Management, Inc. Pewaukee, WI438KShares$24.1 Million6.94% of portfolio
-
Wealth Enhancement Advisory Services, LLC426KShares$23.4 Million0.06% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL399KShares$21.9 Million2.98% of portfolio