United Advisor Group, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
United Advisor Group, LLC
- $455 Million
- Q1 2025
A detailed history of United Advisor Group, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, United Advisor Group, LLC holds 4,635 shares of WTV stock, worth $368,760. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,635
Previous 2,484
86.59%
Holding current value
$368,760
Previous $207,000
83.57%
% of portfolio
0.08%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding WTV
# of Institutions
130Shares Held
6.06MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.46MShares$116 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL337KShares$26.8 Million0.01% of portfolio
-
Prism Advisors, Inc.253KShares$20.2 Million6.45% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL243KShares$19.3 Million0.03% of portfolio
-
Legacy Financial Advisors, Inc.217KShares$17.3 Million3.54% of portfolio