Morton Brown Family Wealth, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
Morton Brown Family Wealth, LLC
- $281 Million
- Q3 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 164 shares of WTV stock, worth $14,295. This represents 0.0% of its overall portfolio holdings.
Number of Shares
164
Previous 164
-0.0%
Holding current value
$14,295
Previous $11,000
18.18%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding WTV
# of Institutions
84Shares Held
3.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC557KShares$48.5 Million0.02% of portfolio
-
Horizon Wealth Management, LLC333KShares$29 Million4.85% of portfolio
-
Prism Advisors, Inc.268KShares$23.3 Million6.75% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL243KShares$21.2 Million0.03% of portfolio
-
Legacy Financial Advisors, Inc.218KShares$19 Million3.38% of portfolio