Colonial River Wealth Management, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History
Colonial River Wealth Management, LLC
- $174 Million
- Q1 2025
Shares
6 transactions
Others Institutions Holding XSOE
# of Institutions
250Shares Held
34.2MCall Options Held
1.8KPut Options Held
0-
Morgan Stanley New York, NY3.53MShares$109 Million0.01% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.4MShares$74.2 Million0.93% of portfolio
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Bank Of America Corp Charlotte, NC1.98MShares$61.1 Million0.01% of portfolio
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Clal Insurance Enterprises Holdings LTD Tel Aviv, L31.81MShares$55.8 Million0.5% of portfolio
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Valmark Advisers, Inc.1.67MShares$51.6 Million0.79% of portfolio