Raymond James Financial Services Advisors, Inc. Wisdomtree Tr Dynamic Currency Transaction History

Raymond James Financial Services Advisors, Inc.

$73.5 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 22, 2024	BUY	$31.97 - $34.34 $41,273 - $44,332	1,291 Added 20.52%	7,583 $260,000
Q4 2023 Jan 16, 2024	BUY	$28.92 - $33.07 $181,964 - $208,076	6,292 New	6,292 $208,000

Others Institutions Holding DDLS

# of Institutions

Shares Held

1.29M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

278K
Shares

$9.8 Million
0.0% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

200K
Shares

$7.06 Million
0.04% of portfolio
Cetera Investment Advisers Schaumburg, IL

187K
Shares

$6.59 Million
0.01% of portfolio
Ae Wealth Management LLC

111K
Shares

$3.91 Million
0.04% of portfolio
High Note Wealth, LLC Deephaven, MN

106K
Shares

$3.76 Million
0.99% of portfolio

View Full List

About WISDOMTREE TR DYNAMIC CURRENCY

Ticker DDLS
Sector ETFs
Industry ETFs

More about DDLS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Raymond James Financial Services Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Raymond James Financial Services Advisors, Inc. with notifications on news.

Account