True Wealth Design, LLC Wisdomtree Tr Intl Small Cap D Call Options Transaction History
True Wealth Design, LLC
- $401 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DLS
# of Institutions
215Shares Held
6.67MCall Options Held
0Put Options Held
0-
Savant Capital, LLC881KShares$57.2 Million0.66% of portfolio
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Bank Of America Corp Charlotte, NC413KShares$26.8 Million0.0% of portfolio
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Morgan Stanley New York, NY286KShares$18.6 Million0.0% of portfolio
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Shakespeare Wealth Management, Inc. Pewaukee, WI249KShares$16.1 Million4.69% of portfolio
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Eqis Capital Management, Inc. San Rafael, CA225KShares$14.6 Million1.23% of portfolio