Clarus Wealth Advisors Wisdomtree Yield Enhanced U.S. Transaction History
Clarus Wealth Advisors
- $196 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding AGGY
# of Institutions
164Shares Held
20.4MCall Options Held
2.4KPut Options Held
0-
Bank Of America Corp Charlotte, NC4.08MShares$175 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.16MShares$49.9 Million0.02% of portfolio
-
Cwm, LLC1.13MShares$48.6 Million0.22% of portfolio
-
Envestnet Asset Management Inc1.09MShares$46.5 Million0.02% of portfolio
-
Mercer Global Advisors Inc Denver, CO991KShares$42.5 Million0.1% of portfolio