Lwm Advisory Services, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Lwm Advisory Services, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 16, 2022	BUY	$39.17 - $47.72 $84,254 - $102,645	2,151 Added 28.1%	9,806 $384,000
Q2 2022 Aug 15, 2022	BUY	$40.36 - $48.23 $242 - $289	6 Added 0.08%	7,655 $315,000
Q1 2022 May 09, 2022	BUY	$46.51 - $52.43 $14,511 - $16,358	312 Added 4.25%	7,649 $367,000
Q4 2021 Feb 18, 2022	BUY	$49.06 - $53.68 $359,953 - $393,850	7,337 New	7,337 $377,000

153

7.63M

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.