Prism Advisors, Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History
Prism Advisors, Inc.
- $332 Million
- Q4 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 267,687 shares of WTV stock, worth $23.3 Million. This represents 6.75% of its overall portfolio holdings.
Number of Shares
267,687
Previous 252,821
5.88%
Holding current value
$23.3 Million
Previous $20.2 Million
10.62%
% of portfolio
6.75%
Previous 5.83%
Shares
4 transactions
Others Institutions Holding WTV
# of Institutions
104Shares Held
4.84MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC830KShares$72.1 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL337KShares$29.2 Million0.01% of portfolio
-
Horizon Wealth Management, LLC333KShares$28.9 Million4.85% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL243KShares$21.1 Million0.03% of portfolio
-
Legacy Financial Advisors, Inc.217KShares$18.9 Million3.54% of portfolio