Advocacy Wealth Management Services, LLC Wisdomtree Tr Intl Largecap Di Transaction History
Advocacy Wealth Management Services, LLC
- $1.17 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding DOL
# of Institutions
95Shares Held
8.12MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS2.72MShares$137 Million0.15% of portfolio
-
Huntington National Bank Columbus, OH811KShares$40.8 Million0.32% of portfolio
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Morgan Stanley New York, NY557KShares$28 Million0.0% of portfolio
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First Republic Investment Management, Inc. San Francisco, CA362KShares$18.2 Million0.05% of portfolio
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Jpmorgan Chase & CO New York, NY340KShares$17.1 Million0.0% of portfolio