Pinnacle Financial Group, LLC Wisdomtree Tr Transaction History
Pinnacle Financial Group, LLC
- $232 Million
- Q2 2024
A detailed history of Pinnacle Financial Group, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Pinnacle Financial Group, LLC holds 7,523 shares of DWM stock, worth $428,434. This represents 0.17% of its overall portfolio holdings.
Number of Shares
7,523
Previous 7,513
0.13%
Holding current value
$428,434
Previous $411,000
1.7%
% of portfolio
0.17%
Previous 0.18%
Shares
11 transactions
Others Institutions Holding DWM
# of Institutions
133Shares Held
6.62MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$58.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC794KShares$45.2 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC426KShares$24.3 Million0.06% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL397KShares$22.6 Million2.43% of portfolio
-
Legacy Financial Advisors, Inc.377KShares$21.4 Million4.0% of portfolio