Advocacy Wealth Management Services, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Advocacy Wealth Management Services, LLC
- $1.17 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding DLS
# of Institutions
204Shares Held
5.33MCall Options Held
0Put Options Held
0-
Savant Capital, LLC822KShares$52.8 Million0.48% of portfolio
-
Bip Wealth, LLC Atlanta, GA243KShares$15.6 Million1.14% of portfolio
-
Bank Of America Corp Charlotte, NC205KShares$13.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY204KShares$13.1 Million0.0% of portfolio
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Lri Investments, LLC Palm Beach Gardens, FL203KShares$13 Million1.25% of portfolio