Sage View Advisory Group, LLC Wisdomtree Tr U.S Total Divide Transaction History
Sage View Advisory Group, LLC
- $1.97 Trillion
- Q3 2024
Shares
3 transactions
Others Institutions Holding DTD
# of Institutions
204Shares Held
8.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.02MShares$158 Million0.01% of portfolio
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Morgan Stanley New York, NY1.19MShares$93.2 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC658KShares$51.5 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA359KShares$28.2 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL329KShares$25.8 Million0.06% of portfolio