Horizon Wealth Management, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
Horizon Wealth Management, LLC
- $573 Million
- Q4 2024
A detailed history of Horizon Wealth Management, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 332,925 shares of WTV stock, worth $28.8 Million. This represents 4.85% of its overall portfolio holdings.
Number of Shares
332,925Holding current value
$28.8 Million% of portfolio
4.85%Shares
1 transactions
Others Institutions Holding WTV
# of Institutions
81Shares Held
3.26MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC557KShares$48.2 Million0.02% of portfolio
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Prism Advisors, Inc.253KShares$21.9 Million5.83% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL243KShares$21 Million0.03% of portfolio
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Legacy Financial Advisors, Inc.218KShares$18.8 Million3.38% of portfolio
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Private Wealth Strategies, L.L.C.186KShares$16.1 Million2.77% of portfolio