Legacy Financial Advisors, Inc. Wisdomtree Tr Put Options Transaction History

Legacy Financial Advisors, Inc.

$502 Million
Q1 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DWM

# of Institutions

131

Shares Held

6.48M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.03M
Shares

$55.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

789K
Shares

$42.6 Million
0.02% of portfolio
Shakespeare Wealth Management, Inc. Pewaukee, WI

438K
Shares

$23.7 Million
6.94% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

399K
Shares

$21.5 Million
2.98% of portfolio
Wealth Enhancement Advisory Services, LLC

385K
Shares

$20.8 Million
0.06% of portfolio

About WISDOMTREE TR

Ticker DWM
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