Frazier Financial Advisors, LLC Wisdomtree Tr Transaction History
Frazier Financial Advisors, LLC
- $129 Billion
- Q3 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 17,065 shares of DWM stock, worth $920,486. This represents 0.76% of its overall portfolio holdings.
Number of Shares
17,065
Previous 17,744
3.83%
Holding current value
$920,486
Previous $953 Million
3.04%
% of portfolio
0.76%
Previous 0.76%
Shares
4 transactions
Others Institutions Holding DWM
# of Institutions
129Shares Held
6.58MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$55.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC741KShares$40 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL397KShares$21.4 Million2.43% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$20.4 Million0.05% of portfolio
-
Legacy Financial Advisors, Inc.377KShares$20.3 Million4.0% of portfolio