Legacy Financial Advisors, Inc. Wisdomtree Tr Transaction History
Legacy Financial Advisors, Inc.
- $513 Million
- Q4 2024
A detailed history of Legacy Financial Advisors, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 79,337 shares of DWM stock, worth $4.63 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
79,337
Previous 94,793
16.31%
Holding current value
$4.63 Million
Previous $5.46 Million
23.37%
% of portfolio
0.82%
Previous 1.06%
Shares
8 transactions
Others Institutions Holding DWM
# of Institutions
126Shares Held
6.18MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$62.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC712KShares$41.6 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC466KShares$27.2 Million0.05% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$22.8 Million1.98% of portfolio
-
Bank Of America Corp Charlotte, NC350KShares$20.4 Million0.0% of portfolio