Baystate Wealth Management LLC Wisdomtree Emerging Markets Sm Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
Shares
6 transactions
Others Institutions Holding DGS
# of Institutions
246Shares Held
29.1MCall Options Held
17.4KPut Options Held
100-
Creative Planning Overland Park, KS13.1MShares$645 Million0.7% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$58 Million0.01% of portfolio
-
Unison Advisors LLC807KShares$39.8 Million5.06% of portfolio
-
Morgan Stanley New York, NY717KShares$35.3 Million0.0% of portfolio
-
Congress Wealth Management LLC Boston, MA652KShares$32.1 Million0.46% of portfolio