United Advisor Group, LLC Wisdomtree Tr Dynamic Currency Transaction History
United Advisor Group, LLC
- $422 Million
- Q3 2024
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 15,172 shares of DDLS stock, worth $527,227. This represents 0.13% of its overall portfolio holdings.
Number of Shares
15,172
Previous 12,969
16.99%
Holding current value
$527,227
Previous $445,000
24.49%
% of portfolio
0.13%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding DDLS
# of Institutions
30Shares Held
1.05MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC274KShares$9.52 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL183KShares$6.37 Million0.02% of portfolio
-
Ae Wealth Management LLC109KShares$3.79 Million0.04% of portfolio
-
Bms Financial Advisors, LLC106KShares$3.67 Million2.24% of portfolio
-
High Note Wealth, LLC Deephaven, MN103KShares$3.57 Million1.08% of portfolio