Doyle Wealth Management Wisdomtree Tr U.S Transaction History
Doyle Wealth Management
- $1.16 Billion
- Q3 2022
Shares
2 transactions
Others Institutions Holding DHS
# of Institutions
207Shares Held
6.08MCall Options Held
0Put Options Held
0-
Cwm, LLC1.02MShares$86.3 Million0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC483KShares$40.8 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA401KShares$33.9 Million0.01% of portfolio
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Linscomb & Williams, Inc. Houston, TX367KShares$31 Million1.64% of portfolio
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Cetera Investment Advisers Schaumburg, IL363KShares$30.6 Million0.08% of portfolio