All Square Wealth Management LLC Wisdomtree Tr Intl Largecap Di Transaction History
All Square Wealth Management LLC
- $166 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding DOL
# of Institutions
104Shares Held
8.11MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS2.69MShares$161 Million0.14% of portfolio
-
Huntington National Bank Columbus, OH790KShares$47.3 Million0.32% of portfolio
-
Morgan Stanley New York, NY693KShares$41.5 Million0.0% of portfolio
-
First Republic Investment Management, Inc. San Francisco, CA362KShares$21.7 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY360KShares$21.6 Million0.0% of portfolio