Western Wealth Management, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
Western Wealth Management, LLC
- $321 Million
- Q4 2024
A detailed history of Western Wealth Management, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Western Wealth Management, LLC holds 10,110 shares of WTV stock, worth $822,549. This represents 0.26% of its overall portfolio holdings.
Number of Shares
10,110
Previous 13,523
25.24%
Holding current value
$822,549
Previous $1.08 Million
21.92%
% of portfolio
0.26%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding WTV
# of Institutions
111Shares Held
4.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC830KShares$67.5 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL337KShares$27.4 Million0.01% of portfolio
-
Prism Advisors, Inc.268KShares$21.8 Million6.75% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL243KShares$19.8 Million0.03% of portfolio
-
Legacy Financial Advisors, Inc.217KShares$17.7 Million3.54% of portfolio