Shore Haven Wealth Partners, LLC Wisdomtree Tr U.S Transaction History
Shore Haven Wealth Partners, LLC
- $178 Million
- Q1 2024
A detailed history of Shore Haven Wealth Partners, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 20,061 shares of DHS stock, worth $1.7 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
20,061
Previous 19,079
5.15%
Holding current value
$1.7 Million
Previous $1.57 Million
10.91%
% of portfolio
0.98%
Previous 0.95%
Shares
13 transactions
Others Institutions Holding DHS
# of Institutions
206Shares Held
6.08MCall Options Held
0Put Options Held
0-
Cwm, LLC1.02MShares$86.5 Million0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC483KShares$40.8 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA401KShares$34 Million0.01% of portfolio
-
Linscomb & Williams, Inc. Houston, TX367KShares$31.1 Million1.64% of portfolio
-
Cetera Investment Advisers Schaumburg, IL363KShares$30.7 Million0.08% of portfolio