Baker Tilly Wealth Management, LLC Wiswisdomtree Tr Transaction History
Baker Tilly Wealth Management, LLC
- $249 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding DNL
# of Institutions
115Shares Held
11.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.11MShares$40.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY1MShares$36.8 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN811KShares$29.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC628KShares$23.1 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA584KShares$21.5 Million0.0% of portfolio