Modern Wealth Management, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
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 68,966 shares of WTV stock, worth $5.96 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
68,966Holding current value
$5.96 Million% of portfolio
0.34%Shares
1 transactions
Others Institutions Holding WTV
# of Institutions
78Shares Held
2.93MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC557KShares$48.1 Million0.02% of portfolio
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Prism Advisors, Inc.253KShares$21.9 Million5.83% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL243KShares$21 Million0.03% of portfolio
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Legacy Financial Advisors, Inc.218KShares$18.8 Million3.38% of portfolio
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Private Wealth Strategies, L.L.C.186KShares$16.1 Million2.77% of portfolio