Frazier Financial Advisors, LLC Wisdomtree Tr Transaction History
Frazier Financial Advisors, LLC
- $126 Billion
- Q4 2024
A detailed history of Frazier Financial Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Frazier Financial Advisors, LLC holds 16,570 shares of DWM stock, worth $975,641. This represents 0.69% of its overall portfolio holdings.
Number of Shares
16,570
Previous 17,065
2.9%
Holding current value
$975,641
Previous $982 Million
10.92%
% of portfolio
0.69%
Previous 0.76%
Shares
5 transactions
Others Institutions Holding DWM
# of Institutions
126Shares Held
6.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$62.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC712KShares$41.9 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$23 Million1.98% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$22.3 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC350KShares$20.6 Million0.0% of portfolio