Legacy Financial Advisors, Inc. Wisdomtree Tr Call Options Transaction History

Legacy Financial Advisors, Inc.

$505 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DWM

# of Institutions

131

Shares Held

6.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.03M
Shares

$57.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

794K
Shares

$44 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

397K
Shares

$22 Million
2.43% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$21 Million
0.05% of portfolio
Shakespeare Wealth Management, Inc. Pewaukee, WI

365K
Shares

$20.2 Million
5.7% of portfolio

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

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