New Perspectives, Inc Wisdomtree Tr Transaction History
New Perspectives, Inc
- $187 Million
- Q3 2024
A detailed history of New Perspectives, Inc transactions in Wisdomtree Tr stock. As of the latest transaction made, New Perspectives, Inc holds 4,175 shares of DWM stock, worth $217,976. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,175
Previous 4,175
-0.0%
Holding current value
$217,976
Previous $224,000
7.14%
% of portfolio
0.13%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding DWM
# of Institutions
126Shares Held
5.86MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.08MShares$56.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC741KShares$38.7 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$20.4 Million2.04% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$19.8 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC345KShares$18 Million0.0% of portfolio