Obsidian Personal Planning Solutions LLC Wisdomtree Tr Currency Hedged Transaction History
Obsidian Personal Planning Solutions LLC
- $202 Million
- Q3 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 $234,507. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,825
Previous 6,713
1.67%
Holding current value
$234,507
Previous $228,000
7.02%
% of portfolio
0.12%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding DDWM
# of Institutions
82Shares Held
5.95MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.02MShares$35.1 Million0.02% of portfolio
-
Fundamentun, LLC Beachwood, OH656KShares$22.5 Million1.76% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL529KShares$18.2 Million0.03% of portfolio
-
Exchange Capital Management, Inc.461KShares$15.8 Million2.79% of portfolio
-
Steward Partners Investment Advisory, LLC397KShares$13.6 Million0.13% of portfolio