Worth Pointe, LLC Wisdomtree Tr Dynamic Currency Transaction History
Worth Pointe, LLC
- $241 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding DDLS
# of Institutions
30Shares Held
1.28MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC278KShares$9.93 Million0.0% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX200KShares$7.15 Million0.04% of portfolio
-
Cetera Investment Advisers Schaumburg, IL187KShares$6.68 Million0.01% of portfolio
-
Ae Wealth Management LLC111KShares$3.96 Million0.04% of portfolio
-
Bms Financial Advisors, LLC106KShares$3.77 Million2.24% of portfolio