Tempus Wealth Planning, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
Tempus Wealth Planning, LLC
- $297 Million
- Q4 2024
A detailed history of Tempus Wealth Planning, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 18,135 shares of WTV stock, worth $1.57 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
18,135Holding current value
$1.57 Million% of portfolio
0.51%Shares
1 transactions
Others Institutions Holding WTV
# of Institutions
91Shares Held
3.54MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC557KShares$48.1 Million0.02% of portfolio
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Horizon Wealth Management, LLC333KShares$28.8 Million4.85% of portfolio
-
Prism Advisors, Inc.268KShares$23.1 Million6.75% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL243KShares$21 Million0.03% of portfolio
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Legacy Financial Advisors, Inc.218KShares$18.8 Million3.38% of portfolio