Worth Pointe, LLC Wisdomtree Tr Dynamic Currency Transaction History
Worth Pointe, LLC
- $241 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding DDLS
# of Institutions
36Shares Held
1.17MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC278KShares$10.2 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL187KShares$6.84 Million0.01% of portfolio
-
High Note Wealth, LLC Deephaven, MN113KShares$4.15 Million1.02% of portfolio
-
Ae Wealth Management LLC111KShares$4.06 Million0.04% of portfolio
-
Bms Financial Advisors, LLC106KShares$3.87 Million2.24% of portfolio