Stratos Wealth Partners, Ltd. Wisdomtree Tr Transaction History

Stratos Wealth Partners, Ltd.

$6.9 Billion
Q4 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 08, 2019	SELL	N/A	-245 Closed	0 $0
Q3 2018 Nov 02, 2018	BUY	N/A	245 New	245 $10,000
Q2 2018 Aug 13, 2018	SELL	N/A	-245 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	N/A	245	245 $11,000

Others Institutions Holding DTH

# of Institutions

83

Shares Held

5.56M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.38M
Shares

$53.7 Million
0.0% of portfolio
Morgan Stanley New York, NY

649K
Shares

$25.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

585K
Shares

$22.8 Million
0.01% of portfolio
Vertex Planning Partners, LLC Downers Grove, IL

330K
Shares

$12.8 Million
3.27% of portfolio
Mariner, LLC Overland Park, KS

192K
Shares

$7.47 Million
0.01% of portfolio

About WISDOMTREE TR

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