Kestra Advisory Services, LLC Wisdomtree Tr Transaction History
Kestra Advisory Services, LLC
- $17.2 Billion
- Q4 2024
A detailed history of Kestra Advisory Services, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 28,191 shares of DWM stock, worth $1.6 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
28,191
Previous 28,577
1.35%
Holding current value
$1.6 Million
Previous $1.64 Million
9.67%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding DWM
# of Institutions
127Shares Held
6.09MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$60.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC712KShares$40.5 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$22.2 Million1.98% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$21.5 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC350KShares$19.9 Million0.0% of portfolio