Stratos Wealth Advisors, LLC Wisdomtree Tr Transaction History
Stratos Wealth Advisors, LLC
- $2.13 Billion
- Q3 2024
A detailed history of Stratos Wealth Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Stratos Wealth Advisors, LLC holds 16,985 shares of DWM stock, worth $961,520. This represents 0.05% of its overall portfolio holdings.
Number of Shares
16,985
Previous 15,438
10.02%
Holding current value
$961,520
Previous $829,000
17.85%
% of portfolio
0.05%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding DWM
# of Institutions
133Shares Held
6.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$58.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC794KShares$45 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC426KShares$24.1 Million0.06% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL397KShares$22.5 Million2.43% of portfolio
-
Legacy Financial Advisors, Inc.377KShares$21.3 Million4.0% of portfolio