Burt Wealth Advisors Wisdomtree Yield Enhanced U.S. Transaction History
Burt Wealth Advisors
- $431 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding AGGY
# of Institutions
182Shares Held
18.3MCall Options Held
12.1KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.85MShares$124 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.24MShares$53.9 Million0.02% of portfolio
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Cwm, LLC1.18MShares$51.5 Million0.18% of portfolio
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High Tower Advisors, LLC Chicago, IL862KShares$37.6 Million0.05% of portfolio
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Mercer Global Advisors Inc Denver, CO840KShares$36.7 Million0.08% of portfolio