Avantax Planning Partners, Inc. Wisdomtree Tr U.S Transaction History
Avantax Planning Partners, Inc.
- $3.1 Billion
- Q2 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 26,122 shares of DHS stock, worth $2.48 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
26,122
Previous 30,054
13.08%
Holding current value
$2.48 Million
Previous $2.6 Million
15.17%
% of portfolio
0.07%
Previous 0.08%
Shares
28 transactions
Others Institutions Holding DHS
# of Institutions
218Shares Held
5.84MCall Options Held
0Put Options Held
0-
Cwm, LLC911KShares$86.4 Million0.37% of portfolio
-
Wells Fargo & Company San Francisco, CA436KShares$41.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC434KShares$41.2 Million0.02% of portfolio
-
Linscomb & Williams, Inc. Houston, TX362KShares$34.3 Million1.59% of portfolio
-
Cetera Investment Advisers Schaumburg, IL361KShares$34.2 Million0.07% of portfolio