Lwm Advisory Services, LLC Wisdomtree Tr Us Quality Divid Transaction History

Lwm Advisory Services, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	SELL	$61.86 - $66.66 $4.61 Million - $4.96 Million	-74,479 Reduced 94.29%	4,509 $300,000
Q1 2023 May 02, 2023	SELL	$59.34 - $63.43 $400,901 - $428,533	-6,756 Reduced 7.88%	78,988 $4.92 Million
Q4 2022 Feb 07, 2023	BUY	$54.71 - $63.51 $1.75 Million - $2.03 Million	31,912 Added 59.28%	85,744 $5.18 Million
Q3 2022 Nov 16, 2022	BUY	$53.91 - $63.08 $479,152 - $560,655	8,888 Added 19.78%	53,832 $2.9 Million
Q2 2022 Aug 15, 2022	BUY	$55.42 - $64.55 $2.49 Million - $2.9 Million	44,944 New	44,944 $2.58 Million

659

129M

6.1K

Get notified when there are updates to the investment portfolio of Lwm Advisory Services, LLC, based on Form 13F filings with the SEC.

Stay updated on Lwm Advisory Services, LLC with notifications on news.