Coulter & Justus Financial Services, LLC Wisdomtree Tr Transaction History
Coulter & Justus Financial Services, LLC
- $450 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding DWM
# of Institutions
126Shares Held
5.86MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.08MShares$58 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC741KShares$39.9 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$21 Million2.04% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$20.4 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC345KShares$18.6 Million0.0% of portfolio