Allen Capital Group, LLC Wisdomtree Tr Transaction History
Allen Capital Group, LLC
- $829 Million
- Q4 2024
A detailed history of Allen Capital Group, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Allen Capital Group, LLC holds 6,868 shares of DWM stock, worth $405,761. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,868
Previous 6,868
-0.0%
Holding current value
$405,761
Previous $395,000
8.61%
% of portfolio
0.04%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding DWM
# of Institutions
126Shares Held
6.18MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$63.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC712KShares$42.1 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC466KShares$27.5 Million0.05% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$23.1 Million1.98% of portfolio
-
Bank Of America Corp Charlotte, NC350KShares$20.7 Million0.0% of portfolio