Financial Advocates Investment Management Wisdomtree U.S. Largecap Fund Transaction History
Financial Advocates Investment Management
- $1.78 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding EPS
# of Institutions
123Shares Held
11.5MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.13MShares$134 Million1.84% of portfolio
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Private Wealth Strategies, L.L.C.1.27MShares$79.8 Million14.73% of portfolio
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Lpl Financial LLC Fort Mill, SC1.07MShares$67.4 Million0.03% of portfolio
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Private Advisor Group, LLC1.02MShares$63.9 Million0.39% of portfolio
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Morgan Stanley New York, NY992KShares$62.3 Million0.0% of portfolio