Pmg Wealth Management, Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History
Pmg Wealth Management, Inc.
- $94.2 Billion
- Q1 2025
A detailed history of Pmg Wealth Management, Inc. transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Pmg Wealth Management, Inc. holds 31,216 shares of WTV stock, worth $2.46 Million. This represents 2.72% of its overall portfolio holdings.
Number of Shares
31,216
Previous 31,252
0.12%
Holding current value
$2.46 Million
Previous $2.61 Billion
1.8%
% of portfolio
2.72%
Previous 2.38%
Shares
2 transactions
Others Institutions Holding WTV
# of Institutions
117Shares Held
5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC830KShares$65.4 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL337KShares$26.5 Million0.01% of portfolio
-
Prism Advisors, Inc.268KShares$21.1 Million6.75% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL243KShares$19.2 Million0.03% of portfolio
-
Legacy Financial Advisors, Inc.217KShares$17.1 Million3.54% of portfolio