Pensionmark Financial Group, LLC Wisdomtree Tr Currency Hedged Transaction History
Pensionmark Financial Group, LLC
- $3.54 Billion
- Q4 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 373,216 shares of DDWM stock, worth $13.8 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
373,216
Previous 333,173
12.02%
Holding current value
$13.8 Million
Previous $11.9 Million
7.4%
% of portfolio
0.36%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding DDWM
# of Institutions
91Shares Held
7.07MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC945KShares$35 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL795KShares$29.5 Million0.01% of portfolio
-
Fundamentun, LLC Beachwood, OH587KShares$21.8 Million1.29% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL529KShares$19.6 Million0.03% of portfolio
-
Exchange Capital Management, Inc.456KShares$16.9 Million2.7% of portfolio