Lri Investments, LLC Wisdomtree Tr Transaction History
Lri Investments, LLC
- $1.03 Trillion
- Q3 2024
A detailed history of Lri Investments, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Lri Investments, LLC holds 390,651 shares of DWM stock, worth $20.5 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
390,651
Previous 396,966
1.59%
Holding current value
$20.5 Million
Previous $21.3 Billion
1.5%
% of portfolio
2.04%
Previous 2.43%
Shares
3 transactions
Others Institutions Holding DWM
# of Institutions
126Shares Held
5.86MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.08MShares$56.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC741KShares$39 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$19.9 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC345KShares$18.1 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA271KShares$14.3 Million0.0% of portfolio