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
203Shares Held
5.32MCall Options Held
0Put Options Held
0-
Savant Capital, LLC822KShares$52.3 Million0.48% of portfolio
-
Bip Wealth, LLC Atlanta, GA243KShares$15.4 Million1.14% of portfolio
-
Bank Of America Corp Charlotte, NC205KShares$13 Million0.0% of portfolio
-
Morgan Stanley New York, NY204KShares$13 Million0.0% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL203KShares$12.9 Million1.25% of portfolio