Parsec Financial Management, Inc. Wisdomtree Tr Transaction History
Parsec Financial Management, Inc.
- $2.37 Billion
- Q1 2023
A detailed history of Parsec Financial Management, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Parsec Financial Management, Inc. holds 6,861 shares of DWM stock, worth $378,521. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,861
Previous 6,861
-0.0%
Holding current value
$378,521
Previous $322,000
5.9%
% of portfolio
0.01%
Previous 0.01%
Shares
22 transactions
Others Institutions Holding DWM
# of Institutions
132Shares Held
6.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$56.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC794KShares$43.8 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL397KShares$21.9 Million2.43% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$20.9 Million0.05% of portfolio
-
Legacy Financial Advisors, Inc.377KShares$20.8 Million4.0% of portfolio