Obsidian Personal Planning Solutions LLC Wisdomtree Tr Currency Hedged Transaction History
Obsidian Personal Planning Solutions LLC
- $159 Million
- Q2 2024
A detailed history of Obsidian Personal Planning Solutions LLC transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 6,713 shares of DDWM stock, worth $234,753. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,713
Previous 6,713
-0.0%
Holding current value
$234,753
Previous $229,000
0.44%
% of portfolio
0.14%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding DDWM
# of Institutions
73Shares Held
5.74MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.04MShares$36.5 Million0.02% of portfolio
-
Fundamentun, LLC Beachwood, OH656KShares$22.9 Million1.76% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL529KShares$18.5 Million0.03% of portfolio
-
Exchange Capital Management, Inc.474KShares$16.6 Million2.7% of portfolio
-
Steward Partners Investment Advisory, LLC395KShares$13.8 Million0.14% of portfolio