Rockbridge Investment Management, Lcc Wisdomtree Tr Transaction History
Rockbridge Investment Management, Lcc
- $705 Billion
- Q2 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Wisdomtree Tr stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 5,461 shares of DWM stock, worth $309,911. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,461
Previous 5,483
0.4%
Holding current value
$309,911
Previous $300 Million
2.36%
% of portfolio
0.04%
Previous 0.04%
Shares
11 transactions
Others Institutions Holding DWM
# of Institutions
133Shares Held
6.62MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$58.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC794KShares$45.1 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC426KShares$24.2 Million0.06% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL397KShares$22.5 Million2.43% of portfolio
-
Legacy Financial Advisors, Inc.377KShares$21.4 Million4.0% of portfolio