Strategic Financial Concepts, LLC Wisdomtree Tr Dynamic Currency Transaction History
Strategic Financial Concepts, LLC
- $711 Billion
- Q2 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 5,342 shares of DDLS stock, worth $220,784. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,342
Previous 5,820
8.21%
Holding current value
$220,784
Previous $206 Million
2.56%
% of portfolio
0.03%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding DDLS
# of Institutions
38Shares Held
1.12MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL187KShares$7.75 Million0.01% of portfolio
-
Berkeley, Inc Boise, ID167KShares$6.89 Million2.36% of portfolio
-
High Note Wealth, LLC Deephaven, MN118KShares$4.87 Million1.09% of portfolio
-
Bms Financial Advisors, LLC106KShares$4.36 Million2.24% of portfolio
-
Ae Wealth Management LLC105KShares$4.32 Million0.04% of portfolio