Spire Wealth Management Wisdomtree Tr Transaction History
Spire Wealth Management
- $3.01 Billion
- Q1 2024
A detailed history of Spire Wealth Management transactions in Wisdomtree Tr stock. As of the latest transaction made, Spire Wealth Management holds 975 shares of DWM stock, worth $53,576. This represents 0.0% of its overall portfolio holdings.
Number of Shares
975
Previous 975
-0.0%
Holding current value
$53,576
Previous $51,000
3.92%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DWM
# of Institutions
131Shares Held
6.48MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$56.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC789KShares$43.3 Million0.02% of portfolio
-
Shakespeare Wealth Management, Inc. Pewaukee, WI438KShares$24.1 Million6.94% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL399KShares$21.9 Million2.98% of portfolio
-
Legacy Financial Advisors, Inc.397KShares$21.8 Million4.33% of portfolio