Hbk Sorce Advisory LLC Wisdomtree Tr Transaction History
Hbk Sorce Advisory LLC
- $2.69 Billion
- Q2 2024
A detailed history of Hbk Sorce Advisory LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 60,243 shares of DWM stock, worth $3.49 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
60,243
Previous 66,493
9.4%
Holding current value
$3.49 Million
Previous $3.64 Million
11.17%
% of portfolio
0.12%
Previous 0.14%
Shares
11 transactions
Others Institutions Holding DWM
# of Institutions
133Shares Held
6.62MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$59.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC794KShares$46 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC426KShares$24.7 Million0.06% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL397KShares$23 Million2.43% of portfolio
-
Legacy Financial Advisors, Inc.377KShares$21.8 Million4.0% of portfolio