Gyl Financial Synergies, LLC Wisdomtree Tr Transaction History
Gyl Financial Synergies, LLC
- $1.31 Billion
- Q3 2024
A detailed history of Gyl Financial Synergies, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Gyl Financial Synergies, LLC holds 4,703 shares of DWM stock, worth $268,964. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,703
Previous 4,563
3.07%
Holding current value
$268,964
Previous $245,000
10.2%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DWM
# of Institutions
126Shares Held
6.12MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$61.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC712KShares$40.7 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$22.3 Million1.98% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$21.7 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC350KShares$20 Million0.0% of portfolio