Morton Brown Family Wealth, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
Morton Brown Family Wealth, LLC
- $281 Million
- Q3 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 164 shares of WTV stock, worth $13,767. This represents 0.0% of its overall portfolio holdings.
Number of Shares
164
Previous 164
-0.0%
Holding current value
$13,767
Previous $11,000
18.18%
% of portfolio
0.0%
Previous 0.0%
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$46.7 Million0.02% of portfolio
-
Prism Advisors, Inc.253KShares$21.2 Million5.83% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL243KShares$20.4 Million0.03% of portfolio
-
Legacy Financial Advisors, Inc.218KShares$18.3 Million3.38% of portfolio
-
Private Wealth Strategies, L.L.C.186KShares$15.6 Million2.77% of portfolio