Octavia Wealth Advisors, LLC Wisdomtree Tr Transaction History
Octavia Wealth Advisors, LLC
- $822 Million
- Q4 2024
A detailed history of Octavia Wealth Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 15,789 shares of DWM stock, worth $921,919. This represents 0.1% of its overall portfolio holdings.
Number of Shares
15,789
Previous 16,904
6.6%
Holding current value
$921,919
Previous $972,000
14.4%
% of portfolio
0.1%
Previous 0.12%
Shares
17 transactions
Others Institutions Holding DWM
# of Institutions
126Shares Held
6.18MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$62.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC712KShares$41.6 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC466KShares$27.2 Million0.05% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$22.8 Million1.98% of portfolio
-
Bank Of America Corp Charlotte, NC350KShares$20.4 Million0.0% of portfolio