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 $284,531. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,703
Previous 4,563
3.07%
Holding current value
$284,531
Previous $245,000
10.2%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DWM
# of Institutions
131Shares Held
5.64MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.05MShares$63.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC506KShares$30.6 Million0.01% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL390KShares$23.6 Million2.19% of portfolio
-
Bank Of America Corp Charlotte, NC365KShares$22.1 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC342KShares$20.7 Million0.04% of portfolio