Octavia Wealth Advisors, LLC Wisdomtree Tr Transaction History
Octavia Wealth Advisors, LLC
- $674 Million
- Q1 2024
A detailed history of Octavia Wealth Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 27,017 shares of DWM stock, worth $1.46 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
27,017
Previous 484,851
94.43%
Holding current value
$1.46 Million
Previous $25.5 Million
94.19%
% of portfolio
0.22%
Previous 4.5%
Shares
14 transactions
Others Institutions Holding DWM
# of Institutions
131Shares Held
6.48MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$55.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC789KShares$42.6 Million0.02% of portfolio
-
Shakespeare Wealth Management, Inc. Pewaukee, WI438KShares$23.7 Million6.94% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL399KShares$21.5 Million2.98% of portfolio
-
Legacy Financial Advisors, Inc.397KShares$21.5 Million4.33% of portfolio