Choice Wealth Advisors, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Choice Wealth Advisors, LLC
- $193 Million
- Q4 2024
Shares
7 transactions
Others Institutions Holding EES
# of Institutions
164Shares Held
7.89MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$44.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY776KShares$41.1 Million0.0% of portfolio
-
Ubs Group Ag729KShares$38.6 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH537KShares$28.4 Million0.19% of portfolio
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Ameriprise Financial Inc Minneapolis, MN499KShares$26.4 Million0.01% of portfolio