Legacy Financial Advisors, Inc. Wisdomtree Tr Transaction History
Legacy Financial Advisors, Inc.
- $505 Million
- Q2 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 376,577 shares of DWM stock, worth $21.8 Million. This represents 4.0% of its overall portfolio holdings.
Number of Shares
376,577
Previous 397,313
5.22%
Holding current value
$21.8 Million
Previous $21.8 Million
7.09%
% of portfolio
4.0%
Previous 4.33%
Shares
6 transactions
Others Institutions Holding DWM
# of Institutions
133Shares Held
6.62MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$59.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC794KShares$46 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC426KShares$24.7 Million0.06% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL397KShares$23 Million2.43% of portfolio
-
Shakespeare Wealth Management, Inc. Pewaukee, WI365KShares$21.1 Million5.7% of portfolio