Kestra Advisory Services, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
Kestra Advisory Services, LLC
- $14.4 Billion
- Q1 2024
A detailed history of Kestra Advisory Services, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 51,664 shares of WTV stock, worth $3.76 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
51,664
Previous 26,584
94.34%
Holding current value
$3.76 Million
Previous $1.82 Million
114.44%
% of portfolio
0.03%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding WTV
# of Institutions
72Shares Held
2.23MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC399KShares$29 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL240KShares$17.5 Million0.03% of portfolio
-
Legacy Financial Advisors, Inc.189KShares$13.8 Million2.85% of portfolio
-
Private Wealth Strategies, L.L.C.183KShares$13.3 Million2.89% of portfolio
-
Envestnet Asset Management Inc115KShares$8.4 Million0.0% of portfolio