Falcon Wealth Planning Wisdomtree Tr Transaction History
Falcon Wealth Planning
- $798 Million
- Q3 2024
A detailed history of Falcon Wealth Planning transactions in Wisdomtree Tr stock. As of the latest transaction made, Falcon Wealth Planning holds 14,157 shares of DWM stock, worth $783,448. This represents 0.1% of its overall portfolio holdings.
Number of Shares
14,157
Previous 14,002
1.11%
Holding current value
$783,448
Previous $752,000
8.24%
% of portfolio
0.1%
Previous 0.1%
Shares
16 transactions
Others Institutions Holding DWM
# of Institutions
131Shares Held
6.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$57.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC794KShares$44 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL397KShares$22 Million2.43% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$21 Million0.05% of portfolio
-
Legacy Financial Advisors, Inc.377KShares$20.8 Million4.0% of portfolio