Northwest Wealth Management, LLC Wisdomtree Tr Dynamic Currency Transaction History

Northwest Wealth Management, LLC

$465 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 23, 2019	SELL	N/A	-385 Closed	0 $0
Q1 2019 Apr 12, 2019	BUY	N/A	385 New	385 $12,000

Others Institutions Holding DDLS

# of Institutions

31

Shares Held

1.28M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

278K
Shares

$10 Million
0.0% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

200K
Shares

$7.24 Million
0.04% of portfolio
Cetera Investment Advisers Schaumburg, IL

187K
Shares

$6.76 Million
0.01% of portfolio
Ae Wealth Management LLC

111K
Shares

$4.01 Million
0.04% of portfolio
Bms Financial Advisors, LLC

106K
Shares

$3.82 Million
2.24% of portfolio

About WISDOMTREE TR DYNAMIC CURRENCY

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