Shore Haven Wealth Partners, LLC Wisdomtree Tr U.S Transaction History

Shore Haven Wealth Partners, LLC

$203 Million
Q4 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 17,055 shares of DHS stock, worth $1.67 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

17,055

Previous 16,874 1.07%

Holding current value

$1.67 Million

Previous $1.58 Million 0.63%

% of portfolio

0.78%

Previous 0.78%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$92.66 - $100.58 $16,771 - $18,204	181 Added 1.07%	17,055 $1.59 Million
Q3 2024 Oct 24, 2024	SELL	$83.9 - $93.83 $98,666 - $110,344	-1,176 Reduced 6.52%	16,874 $1.58 Million
Q2 2024 Jul 24, 2024	SELL	$81.94 - $87.24 $164,781 - $175,439	-2,011 Reduced 10.02%	18,050 $1.53 Million
Q1 2024 May 02, 2024	BUY	$79.77 - $86.66 $78,334 - $85,100	982 Added 5.15%	20,061 $1.74 Million
Q4 2023 Feb 06, 2024	BUY	$73.7 - $83.0 $48,052 - $54,116	652 Added 3.54%	19,079 $1.57 Million
Q3 2023 Oct 24, 2023	SELL	$77.8 - $83.01 $67,452 - $71,969	-867 Reduced 4.49%	18,427 $1.44 Million
Q2 2023 Jul 19, 2023	SELL	$76.29 - $83.88 $13,884 - $15,266	-182 Reduced 0.93%	19,294 $1.54 Million
Q1 2023 Apr 14, 2023	SELL	$78.69 - $89.17 $50,597 - $57,336	-643 Reduced 3.2%	19,476 $1.6 Million
Q4 2022 Jan 24, 2023	SELL	$77.6 - $89.39 $319,944 - $368,554	-4,123 Reduced 17.01%	20,119 $0
Q3 2022 Nov 09, 2022	SELL	$75.81 - $87.12 $1.01 Million - $1.16 Million	-13,313 Reduced 35.45%	24,242 $1.84 Million
Q2 2022 Aug 01, 2022	BUY	$80.0 - $91.19 $295,840 - $337,220	3,698 Added 10.92%	37,555 $3.09 Million
Q1 2022 May 13, 2022	BUY	$82.52 - $88.81 $682,605 - $734,636	8,272 Added 32.33%	33,857 $2.98 Million
Q4 2021 Jan 21, 2022	BUY	$76.78 - $82.54 $7,678 - $8,254	100 Added 0.39%	25,585 $2.11 Million
Q3 2021 Oct 28, 2021	BUY	$76.98 - $81.05 $345,717 - $363,995	4,491 Added 21.39%	25,485 $1.96 Million
Q2 2021 Aug 16, 2021	BUY	$76.59 - $80.99 $190,249 - $201,179	2,484 Added 13.42%	20,994 $1.64 Million
Q1 2021 May 13, 2021	BUY	$68.47 - $76.8 $1.27 Million - $1.42 Million	18,510 New	18,510 $1.41 Million

Others Institutions Holding DHS

# of Institutions

245

Shares Held

6.07M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S

Ticker DHS
Sector ETFs
Industry ETFs

More about DHS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shore Haven Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shore Haven Wealth Partners, LLC with notifications on news.

Account

Shore Haven Wealth Partners, LLC Wisdomtree Tr U.S Transaction History