Lowe Wealth Advisors, LLC Wisdomtree Tr Transaction History
Lowe Wealth Advisors, LLC
- $252 Million
- Q2 2025
A detailed history of Lowe Wealth Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 320 shares of DWM stock, worth $20,739. This represents 0.01% of its overall portfolio holdings.
Number of Shares
320
Previous 320
-0.0%
Holding current value
$20,739
Previous $18,000
11.11%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DWM
# of Institutions
134Shares Held
5.61MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.05MShares$67.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC506KShares$32.8 Million0.01% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL387KShares$25.1 Million2.09% of portfolio
-
Bank Of America Corp Charlotte, NC365KShares$23.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA323KShares$20.9 Million0.0% of portfolio