Clarus Wealth Advisors Wisdomtree Yield Enhanced U.S. Transaction History
Clarus Wealth Advisors
- $182 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding AGGY
# of Institutions
158Shares Held
19MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.07MShares$180 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC1.22MShares$54 Million0.03% of portfolio
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Cwm, LLC1.13MShares$50.2 Million0.23% of portfolio
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Envestnet Asset Management Inc975KShares$43.2 Million0.01% of portfolio
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Ubs Group Ag907KShares$40.2 Million0.01% of portfolio