Calton & Associates, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History
Calton & Associates, Inc.
- $211 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding DES
# of Institutions
362Shares Held
31.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.46MShares$74.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.23MShares$67.7 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$67.4 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$52.3 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.48MShares$44.8 Million0.05% of portfolio