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
6,226Holding current value
$590,473% of portfolio
0.1%Shares
1 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
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Wells Fargo & Company San Francisco, CA436KShares$41.3 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC434KShares$41.2 Million0.02% of portfolio
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Linscomb & Williams, Inc. Houston, TX362KShares$34.3 Million1.59% of portfolio
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Cetera Investment Advisers Schaumburg, IL361KShares$34.2 Million0.07% of portfolio