Advocacy Wealth Management Services, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Advocacy Wealth Management Services, LLC
- $1.17 Billion
- Q3 2024
Shares
5 transactions
Others Institutions Holding DLN
# of Institutions
405Shares Held
36.4MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.9MShares$321 Million0.2% of portfolio
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Morgan Stanley New York, NY2.86MShares$235 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC2.71MShares$223 Million0.1% of portfolio
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Wade G W & Inc Wellesley, MA2.09MShares$172 Million4.52% of portfolio
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Creative Planning Overland Park, KS1.42MShares$116 Million0.11% of portfolio