Avantax Planning Partners, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History
Avantax Planning Partners, Inc.
- $2.76 Billion
- Q4 2024
Shares
8 transactions
Others Institutions Holding DES
# of Institutions
356Shares Held
31MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.24MShares$76.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$75.2 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.97MShares$67.5 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$59 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.49MShares$51.1 Million0.05% of portfolio