Cabot Wealth Management Inc Wisdomtree Tr Us Multifactor F Transaction History
Cabot Wealth Management Inc
- $794 Million
- Q3 2024
Shares
19 transactions
Others Institutions Holding USMF
# of Institutions
63Shares Held
5.65MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL1.29MShares$66.4 Million0.09% of portfolio
-
Private Wealth Strategies, L.L.C.1.19MShares$61.4 Million11.04% of portfolio
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Great Valley Advisor Group, Inc.464KShares$23.9 Million0.59% of portfolio
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Team Financial Group, LLC Temecula, CA379KShares$19.5 Million10.8% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL306KShares$15.7 Million0.02% of portfolio