Client 1 St Advisory Group, LLC Wisdomtree Tr Transaction History
Client 1 St Advisory Group, LLC
- $256 Million
- Q4 2024
Shares
6 transactions
Others Institutions Holding IHDG
# of Institutions
254Shares Held
47.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.71MShares$296 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.07MShares$224 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$148 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$111 Million0.03% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE1.68MShares$74.3 Million2.63% of portfolio