Obsidian Personal Planning Solutions LLC Wisdomtree Tr Currency Hedged Transaction History
Obsidian Personal Planning Solutions LLC
- $196 Million
- Q4 2024
A detailed history of Obsidian Personal Planning Solutions LLC transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 6,825 shares of DDWM stock, worth $251,774. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,825
Previous 6,825
-0.0%
Holding current value
$251,774
Previous $244,000
4.1%
% of portfolio
0.12%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding DDWM
# of Institutions
91Shares Held
8.27MCall Options Held
0Put Options Held
0-
Hennion & Walsh Asset Management, Inc.1.18MShares$43.4 Million2.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC945KShares$34.9 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL795KShares$29.3 Million0.01% of portfolio
-
Fundamentun, LLC Beachwood, OH587KShares$21.7 Million1.29% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL529KShares$19.5 Million0.03% of portfolio