Ica Group Wealth Management, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
Ica Group Wealth Management, LLC
- $164 Million
- Q2 2024
A detailed history of Ica Group Wealth Management, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 123 shares of WTV stock, worth $10,308. This represents 0.0% of its overall portfolio holdings.
Number of Shares
123
Previous 542
77.31%
Holding current value
$10,308
Previous $40,000
80.0%
% of portfolio
0.0%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding WTV
# of Institutions
78Shares Held
2.93MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC557KShares$46.7 Million0.02% of portfolio
-
Prism Advisors, Inc.253KShares$21.2 Million5.83% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL243KShares$20.4 Million0.03% of portfolio
-
Legacy Financial Advisors, Inc.218KShares$18.2 Million3.38% of portfolio
-
Private Wealth Strategies, L.L.C.186KShares$15.6 Million2.77% of portfolio