Prism Advisors, Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History
Prism Advisors, Inc.
- $328 Million
- Q2 2024
A detailed history of Prism Advisors, Inc. transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Prism Advisors, Inc. holds 197,854 shares of WTV stock, worth $14.9 Million. This represents 4.4% of its overall portfolio holdings.
Number of Shares
197,854Holding current value
$14.9 Million% of portfolio
4.4%Shares
2 transactions
Others Institutions Holding WTV
# of Institutions
72Shares Held
2.41MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC399KShares$30 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL240KShares$18.1 Million0.03% of portfolio
-
Legacy Financial Advisors, Inc.189KShares$14.3 Million2.85% of portfolio
-
Private Wealth Strategies, L.L.C.183KShares$13.8 Million2.89% of portfolio
-
Envestnet Asset Management Inc115KShares$8.7 Million0.0% of portfolio