Strategic Investment Solutions, Inc. /Il Wisdomtree Tr Transaction History
Strategic Investment Solutions, Inc. /Il
- $576 Billion
- Q4 2023
A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Wisdomtree Tr stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 125 shares of DWM stock, worth $6,838. This represents 0.0% of its overall portfolio holdings.
Number of Shares
125
Previous 7,875
98.41%
Holding current value
$6,838
Previous $394 Million
98.33%
% 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$56.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC789KShares$43.1 Million0.02% of portfolio
-
Shakespeare Wealth Management, Inc. Pewaukee, WI438KShares$24 Million6.94% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL399KShares$21.8 Million2.98% of portfolio
-
Legacy Financial Advisors, Inc.397KShares$21.7 Million4.33% of portfolio