Shakespeare Wealth Management, Inc. Wisdomtree Tr Transaction History
Shakespeare Wealth Management, Inc.
- $379 Million
- Q3 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 52,749 shares of DWM stock, worth $2.84 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
52,749
Previous 364,893
85.54%
Holding current value
$2.84 Million
Previous $19.6 Million
84.51%
% of portfolio
0.8%
Previous 5.7%
Shares
28 transactions
Others Institutions Holding DWM
# of Institutions
126Shares Held
5.91MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.08MShares$58 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC741KShares$39.9 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$21 Million2.04% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$20.4 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC345KShares$18.6 Million0.0% of portfolio