Ifp Advisors, Inc Wisdomtree Tr Dynamic Currency Transaction History
Ifp Advisors, Inc
- $3.28 Billion
- Q2 2025
A detailed history of Ifp Advisors, Inc transactions in Wisdomtree Tr Dynamic Currency stock. As of the latest transaction made, Ifp Advisors, Inc holds 411 shares of DDLS stock, worth $16,945. This represents 0.0% of its overall portfolio holdings.
Number of Shares
411
Previous 411
-0.0%
Holding current value
$16,945
Previous $14,000
14.29%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding DDLS
# of Institutions
43Shares Held
1.45MCall Options Held
0Put Options Held
0-
Stonebridge Wealth Management, LLC Oak Brook, IL235KShares$9.7 Million8.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL187KShares$7.73 Million0.01% of portfolio
-
Berkeley, Inc Boise, ID171KShares$7.05 Million2.31% of portfolio
-
High Note Wealth, LLC Deephaven, MN125KShares$5.14 Million1.08% of portfolio
-
Ae Wealth Management LLC122KShares$5.02 Million0.04% of portfolio