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

1.45M

Call Options Held

Put Options Held

Stonebridge Wealth Management, LLC Oak Brook, IL

235K
Shares

$9.69 Million
8.47% of portfolio
Cetera Investment Advisers Schaumburg, IL

187K
Shares

$7.72 Million
0.01% of portfolio
Berkeley, Inc Boise, ID

171K
Shares

$7.04 Million
2.31% of portfolio
High Note Wealth, LLC Deephaven, MN

125K
Shares

$5.13 Million
1.08% of portfolio
Ae Wealth Management LLC

122K
Shares

$5.01 Million
0.04% of portfolio

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