Echo Wealth Management, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History
Echo Wealth Management, LLC
- $144 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding XSOE
# of Institutions
253Shares Held
35.8MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS3.35MShares$118 Million1.38% of portfolio
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Morgan Stanley New York, NY3.01MShares$106 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC2.07MShares$73.1 Million0.01% of portfolio
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Valmark Advisers, Inc.1.64MShares$57.8 Million0.8% of portfolio
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Lpl Financial LLC Fort Mill, SC1.47MShares$52 Million0.02% of portfolio