United Advisor Group, LLC Wisdomtree Tr Dynamic Currency Transaction History
United Advisor Group, LLC
- $538 Million
- Q2 2025
A detailed history of United Advisor Group, LLC transactions in Wisdomtree Tr Dynamic Currency stock. As of the latest transaction made, United Advisor Group, LLC holds 20,979 shares of DDLS stock, worth $867,062. This represents 0.15% of its overall portfolio holdings.
Number of Shares
20,979
Previous 19,188
9.33%
Holding current value
$867,062
Previous $678,000
22.12%
% of portfolio
0.15%
Previous 0.15%
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