Valmark Advisers, Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History
Valmark Advisers, Inc.
- $6.54 Billion
- Q1 2025
A detailed history of Valmark Advisers, Inc. transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Valmark Advisers, Inc. holds 15,991 shares of WTV stock, worth $1.27 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,991
Previous 16,269
1.71%
Holding current value
$1.27 Million
Previous $1.36 Million
3.38%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding WTV
# of Institutions
125Shares Held
5.31MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC830KShares$66 Million0.03% 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