First Ascent Asset Management, LLC Wisdomtree Tr Intl Small Cap D Transaction History
First Ascent Asset Management, LLC
- $892 Billion
- Q4 2023
Shares
3 transactions
Others Institutions Holding DLS
# of Institutions
225Shares Held
5.29MCall Options Held
0Put Options Held
0-
Savant Capital, LLC805KShares$62.9 Million0.36% of portfolio
-
Bip Wealth, LLC Atlanta, GA269KShares$21 Million0.79% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL200KShares$15.6 Million1.3% of portfolio
-
Morgan Stanley New York, NY181KShares$14.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC179KShares$14 Million0.0% of portfolio