Clearstead Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History
Clearstead Advisors, LLC
- $2.01 Billion
- Q1 2024
Shares
2 transactions
Others Institutions Holding AGGY
# of Institutions
157Shares Held
20.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.98MShares$172 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC1.22MShares$52.7 Million0.03% of portfolio
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Cwm, LLC1.16MShares$50.1 Million0.25% of portfolio
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Wealth Enhancement Advisory Services, LLC1.07MShares$46.3 Million0.13% of portfolio
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Envestnet Asset Management Inc884KShares$38.1 Million0.01% of portfolio