Frazier Financial Advisors, LLC Wisdomtree Tr Transaction History
Frazier Financial Advisors, LLC
- $130 Billion
- Q1 2025
A detailed history of Frazier Financial Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Frazier Financial Advisors, LLC holds 16,347 shares of DWM stock, worth $1.03 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
16,347
Previous 16,570
1.35%
Holding current value
$1.03 Million
Previous $875 Million
8.65%
% of portfolio
0.73%
Previous 0.69%
Shares
6 transactions
Others Institutions Holding DWM
# of Institutions
131Shares Held
5.63MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.05MShares$65.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC506KShares$31.8 Million0.01% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL390KShares$24.5 Million2.19% of portfolio
-
Bank Of America Corp Charlotte, NC365KShares$23 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC342KShares$21.5 Million0.04% of portfolio