Bms Financial Advisors, LLC Wisdomtree Tr Currency Hedged Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 122,768 shares of DDWM stock, worth $5.2 Million. This represents 2.59% of its overall portfolio holdings.
Number of Shares
122,768Holding current value
$5.2 Million% of portfolio
2.59%Shares
1 transactions
Others Institutions Holding DDWM
# of Institutions
126Shares Held
22.2MCall Options Held
0Put Options Held
0-
Park National Corp3.54MShares$150 Million5.02% of portfolio
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Lpl Financial LLC Fort Mill, SC2.12MShares$89.8 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.91MShares$80.8 Million0.01% of portfolio
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Tcfg Wealth Management, LLC Laguna Niguel, CA1.23MShares$51.9 Million0.09% of portfolio
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Hennion & Walsh Asset Management, Inc.1.22MShares$51.7 Million1.97% of portfolio