Bsw Wealth Partners Wisdomtree U.S. Smallcap Fund Transaction History
Bsw Wealth Partners
- $661 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding EES
# of Institutions
153Shares Held
7.2MCall Options Held
9.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC890KShares$48 Million0.0% of portfolio
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Morgan Stanley New York, NY774KShares$41.7 Million0.0% of portfolio
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Ubs Group Ag745KShares$40.1 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN503KShares$27.1 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL392KShares$21.1 Million0.05% of portfolio