My Legacy Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History
My Legacy Advisors, LLC
- $253 Million
- Q1 2025
A detailed history of My Legacy Advisors, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, My Legacy Advisors, LLC holds 9,701 shares of DTD stock, worth $702,837. This represents 0.29% of its overall portfolio holdings.
Number of Shares
9,701
Previous 9,753
0.53%
Holding current value
$702,837
Previous $739,000
-0.0%
% of portfolio
0.29%
Previous 0.29%
Shares
13 transactions
Others Institutions Holding DTD
# of Institutions
210Shares Held
9.52MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.01MShares$146 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.24MShares$89.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC703KShares$50.9 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA375KShares$27.2 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL345KShares$25 Million0.06% of portfolio