Frazier Financial Advisors, LLC Wisdomtree Tr Transaction History
Frazier Financial Advisors, LLC
- $129 Billion
- Q3 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 17,065 shares of DWM stock, worth $905,639. This represents 0.76% of its overall portfolio holdings.
Number of Shares
17,065
Previous 17,744
3.83%
Holding current value
$905,639
Previous $953 Million
3.04%
% of portfolio
0.76%
Previous 0.76%
Shares
4 transactions
Others Institutions Holding DWM
# of Institutions
126Shares Held
5.86MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.08MShares$57.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC741KShares$39.3 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$20.7 Million2.04% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$20.1 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC345KShares$18.3 Million0.0% of portfolio