United Advisor Group, LLC Wisdomtree Tr Dynamic Currency Transaction History
United Advisor Group, LLC
- $689 Million
- Q3 2025
A detailed history of United Advisor Group, LLC transactions in Wisdomtree Tr Dynamic Currency stock. As of the latest transaction made, United Advisor Group, LLC holds 24,404 shares of DDLS stock, worth $1.01 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
24,404
Previous 20,979
16.33%
Holding current value
$1.01 Million
Previous $828,000
23.55%
% of portfolio
0.15%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding DDLS
# of Institutions
44Shares Held
1.56MCall Options Held
0Put Options Held
0-
Stonebridge Wealth Management, LLC Oak Brook, IL235KShares$9.76 Million8.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL202KShares$8.37 Million0.01% of portfolio
-
Berkeley, Inc Boise, ID171KShares$7.09 Million2.31% of portfolio
-
High Note Wealth, LLC Deephaven, MN125KShares$5.17 Million1.08% of portfolio
-
Ae Wealth Management LLC122KShares$5.05 Million0.04% of portfolio