Obsidian Personal Planning Solutions LLC Wisdomtree Tr Currency Hedged Transaction History
Obsidian Personal Planning Solutions LLC
- $153 Million
- Q1 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 6,713 shares of DDWM stock, worth $228,644. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,713
Previous 6,317
6.27%
Holding current value
$228,644
Previous $203,000
12.81%
% of portfolio
0.15%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding DDWM
# of Institutions
68Shares Held
6.24MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC956KShares$32.6 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL878KShares$29.9 Million0.05% of portfolio
-
Fundamentun, LLC Beachwood, OH495KShares$16.9 Million1.77% of portfolio
-
Exchange Capital Management, Inc.480KShares$16.4 Million2.75% of portfolio
-
Steward Partners Investment Advisory, LLC394KShares$13.4 Million0.15% of portfolio