Institute For Wealth Management, Llc. Wisdomtree Tr U.S Total Divide Transaction History
Institute For Wealth Management, Llc.
- $737 Million
- Q2 2024
A detailed history of Institute For Wealth Management, Llc. transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 11,693 shares of DTD stock, worth $892,760. This represents 0.11% of its overall portfolio holdings.
Number of Shares
11,693
Previous 11,693
-0.0%
Holding current value
$892,760
Previous $826,000
0.24%
% of portfolio
0.11%
Previous 0.11%
Shares
20 transactions
Others Institutions Holding DTD
# of Institutions
188Shares Held
8.49MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.03MShares$155 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.12MShares$85.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC643KShares$49.1 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA361KShares$27.6 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL322KShares$24.6 Million0.05% of portfolio