Worth Pointe, LLC Wisdomtree Tr Dynamic Currency Transaction History
Worth Pointe, LLC
- $235 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding DDLS
# of Institutions
30Shares Held
1.05MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC274KShares$9.48 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL183KShares$6.34 Million0.02% of portfolio
-
Ae Wealth Management LLC109KShares$3.77 Million0.04% of portfolio
-
Bms Financial Advisors, LLC106KShares$3.65 Million2.24% of portfolio
-
High Note Wealth, LLC Deephaven, MN103KShares$3.56 Million1.08% of portfolio