Apcm Wealth Management For Individuals Wisdomtree Tr U.S. Midcap Divi Transaction History
Apcm Wealth Management For Individuals
- $643 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding DON
# of Institutions
483Shares Held
43.7MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$232 Million0.02% of portfolio
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Morgan Stanley New York, NY2.49MShares$128 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.08MShares$107 Million0.04% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.84MShares$94.6 Million4.75% of portfolio
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Ubs Group Ag1.59MShares$82 Million0.02% of portfolio