Valley National Advisers Inc Wisdomtree Tr Transaction History
Valley National Advisers Inc
- $557 Million
- Q4 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 $227,393. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,014
Previous 4,014
-0.0%
Holding current value
$227,393
Previous $231,000
8.66%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DWM
# of Institutions
126Shares Held
6.12MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$60.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC712KShares$40.4 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$22.1 Million1.98% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$21.5 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC350KShares$19.8 Million0.0% of portfolio