Nfp Retirement, Inc. Wisdomtree Tr Transaction History

Nfp Retirement, Inc.

$1.27 Trillion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Feb 13, 2025	SELL	$53.08 - $56.66 $6.88 Million - $7.34 Million	-129,525 Closed	0 $0
Q1 2021 Feb 13, 2025	BUY	$50.35 - $53.3 $6.52 Million - $6.9 Million	129,525 New	129,525 $6.81 Billion

Others Institutions Holding DWM

# of Institutions

126

Shares Held

6.12M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.07M
Shares

$60.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

712K
Shares

$40.5 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$22.2 Million
1.98% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$21.5 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

350K
Shares

$19.9 Million
0.0% of portfolio

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nfp Retirement, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Nfp Retirement, Inc. with notifications on news.