Monument Group Wealth Advisors, LLC Wisdomtree Tr U.S Transaction History
Monument Group Wealth Advisors, LLC
- $166 Billion
- Q3 2024
A detailed history of Monument Group Wealth Advisors, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 4,119 shares of DHS stock, worth $387,227. This represents 0.23% of its overall portfolio holdings.
Number of Shares
4,119
Previous 4,119
-0.0%
Holding current value
$387,227
Previous $348 Million
10.89%
% of portfolio
0.23%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding DHS
# of Institutions
223Shares Held
5.72MCall Options Held
0Put Options Held
0-
Cwm, LLC911KShares$85.6 Million0.37% of portfolio
-
Wells Fargo & Company San Francisco, CA427KShares$40.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC393KShares$37 Million0.02% of portfolio
-
Linscomb & Williams, Inc. Houston, TX357KShares$33.5 Million1.67% of portfolio
-
Cetera Investment Advisers Schaumburg, IL350KShares$32.9 Million0.07% of portfolio