Element Wealth, LLC Wisdomtree Emerging Markets Sm Transaction History
Element Wealth, LLC
- $187 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding DGS
# of Institutions
248Shares Held
29.2MCall Options Held
17.4KPut Options Held
100-
Creative Planning Overland Park, KS13.1MShares$653 Million0.7% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$58.7 Million0.01% of portfolio
-
Unison Advisors LLC816KShares$40.7 Million5.3% of portfolio
-
Morgan Stanley New York, NY717KShares$35.7 Million0.0% of portfolio
-
Congress Wealth Management LLC Boston, MA641KShares$31.9 Million0.48% of portfolio