Ae Wealth Management LLC Wisdomtree Tr Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q4 2024
A detailed history of Ae Wealth Management LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 178 shares of DWM stock, worth $10,329. This represents 0.0% of its overall portfolio holdings.
Number of Shares
178Holding current value
$10,329% of portfolio
0.0%Shares
10 transactions
Others Institutions Holding DWM
# of Institutions
128Shares Held
6.03MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$62 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC712KShares$41.3 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$22.7 Million1.98% of portfolio
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Bank Of America Corp Charlotte, NC350KShares$20.3 Million0.0% of portfolio
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Wealth Enhancement Advisory Services, LLC342KShares$19.9 Million0.04% of portfolio