Valley National Advisers Inc Wisdomtree Tr Transaction History
Valley National Advisers Inc
- $554 Million
- Q3 2024
A detailed history of Valley National Advisers Inc transactions in Wisdomtree Tr stock. As of the latest transaction made, Valley National Advisers Inc holds 4,014 shares of DWM stock, worth $213,022. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,014
Previous 4,014
-0.0%
Holding current value
$213,022
Previous $215,000
7.44%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DWM
# of Institutions
126Shares Held
5.86MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.08MShares$57.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC741KShares$39.3 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$20.7 Million2.04% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$20.1 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC345KShares$18.3 Million0.0% of portfolio