Strategic Financial Concepts, LLC Wisdomtree Tr Dynamic Currency Transaction History
Strategic Financial Concepts, LLC
- $533 Billion
- Q1 2025
A detailed history of Strategic Financial Concepts, LLC transactions in Wisdomtree Tr Dynamic Currency stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 5,820 shares of DDLS stock, worth $223,953. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,820
Previous 5,722
1.71%
Holding current value
$223,953
Previous $200 Million
2.79%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding DDLS
# of Institutions
38Shares Held
948KCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL190KShares$7.3 Million0.01% of portfolio
-
High Note Wealth, LLC Deephaven, MN113KShares$4.35 Million1.02% of portfolio
-
Bms Financial Advisors, LLC106KShares$4.06 Million2.24% of portfolio
-
Ae Wealth Management LLC90.8KShares$3.49 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC77.7KShares$2.99 Million0.0% of portfolio