Captrust Financial Advisors Wisdomtree Tr Wisdomtree U.S. Transaction History
Captrust Financial Advisors
- $33 Billion
- Q3 2024
Shares
5 transactions
Others Institutions Holding WTV
# of Institutions
78Shares Held
2.93MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC557KShares$49.5 Million0.02% of portfolio
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Prism Advisors, Inc.253KShares$22.5 Million5.83% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL243KShares$21.6 Million0.03% of portfolio
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Legacy Financial Advisors, Inc.218KShares$19.4 Million3.38% of portfolio
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Private Wealth Strategies, L.L.C.186KShares$16.5 Million2.77% of portfolio