Modern Wealth Management, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Modern Wealth Management, LLC holds 62,514 shares of WTV stock, worth $5.45 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
62,514
Previous 62,514
-0.0%
Holding current value
$5.45 Million
Previous $5.14 Billion
99.9%
% of portfolio
0.17%
Previous 0.17%
Shares
6 transactions
Others Institutions Holding WTV
# of Institutions
164Shares Held
14.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.01MShares$175 Million0.06% of portfolio
-
Envestnet Asset Management Inc1.78MShares$155 Million0.05% of portfolio
-
Smith Anglin Financial, LLC1.11MShares$97 Million13.21% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.07MShares$93.3 Million0.21% of portfolio
-
Morgan Stanley New York, NY728KShares$63.4 Million0.0% of portfolio