Ledge Wealth Management, Inc. Wisdomtree Tr U.S Transaction History
Ledge Wealth Management, Inc.
- $257 Million
- Q4 2023
A detailed history of Ledge Wealth Management, Inc. transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 61,342 shares of DHS stock, worth $6.06 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
61,342
Previous 61,187
0.25%
Holding current value
$6.06 Million
Previous $4.78 Million
5.55%
% of portfolio
1.96%
Previous 2.14%
Shares
7 transactions
Others Institutions Holding DHS
# of Institutions
243Shares Held
6.05MCall Options Held
0Put Options Held
0-
Cwm, LLC879KShares$86.9 Million0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA490KShares$48.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC388KShares$38.4 Million0.02% of portfolio
-
Linscomb & Williams, Inc. Houston, TX360KShares$35.5 Million1.7% of portfolio
-
Cetera Investment Advisers Schaumburg, IL351KShares$34.7 Million0.07% of portfolio