Valmark Advisers, Inc. Wisdomtree Tr Transaction History
Valmark Advisers, Inc.
- $6.34 Billion
- Q3 2024
A detailed history of Valmark Advisers, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Valmark Advisers, Inc. holds 5,776 shares of DTH stock, worth $216,831. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,776
Previous 5,298
9.02%
Holding current value
$216,831
Previous $203,000
17.73%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding DTH
# of Institutions
81Shares Held
5.47MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.38MShares$51.7 Million0.0% of portfolio
-
Morgan Stanley New York, NY649KShares$24.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC585KShares$22 Million0.01% of portfolio
-
Vertex Planning Partners, LLC Downers Grove, IL330KShares$12.4 Million3.27% of portfolio
-
Mariner, LLC Overland Park, KS192KShares$7.2 Million0.01% of portfolio