Bordeaux Wealth Advisors LLC Wisdomtree Tr U.S Transaction History

Bordeaux Wealth Advisors LLC

$524 Million
Q2 2024

A detailed history of Bordeaux Wealth Advisors LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 6,226 shares of DHS stock, worth $590,473. This represents 0.1% of its overall portfolio holdings.

Number of Shares

6,226

Holding current value

$590,473

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 02, 2024	BUY	$81.94 - $87.24 $510,158 - $543,156	6,226 New	6,226 $526,000

Others Institutions Holding DHS

# of Institutions

218

Shares Held

5.84M

Call Options Held

Put Options Held

Cwm, LLC

911K
Shares

$86.4 Million
0.37% of portfolio
Wells Fargo & Company San Francisco, CA

436K
Shares

$41.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

434K
Shares

$41.2 Million
0.02% of portfolio
Linscomb & Williams, Inc. Houston, TX

362K
Shares

$34.3 Million
1.59% of portfolio
Cetera Investment Advisers Schaumburg, IL

361K
Shares

$34.2 Million
0.07% of portfolio

View Full List

About WISDOMTREE TR U.S

Ticker DHS
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Bordeaux Wealth Advisors LLC Wisdomtree Tr U.S Transaction History