Legacy Financial Advisors, Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History
Legacy Financial Advisors, Inc.
- $505 Million
- Q2 2024
A detailed history of Legacy Financial Advisors, Inc. transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 210,497 shares of WTV stock, worth $16.8 Million. This represents 3.04% of its overall portfolio holdings.
Number of Shares
210,497
Previous 189,440
11.12%
Holding current value
$16.8 Million
Previous $14.3 Million
7.28%
% of portfolio
3.04%
Previous 2.85%
Shares
2 transactions
Others Institutions Holding WTV
# of Institutions
73Shares Held
2.76MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC497KShares$39.7 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL240KShares$19.2 Million0.03% of portfolio
-
Prism Advisors, Inc.198KShares$15.8 Million4.4% of portfolio
-
Private Wealth Strategies, L.L.C.186KShares$14.9 Million2.77% of portfolio
-
Morgan Stanley New York, NY126KShares$10.1 Million0.0% of portfolio