Focused Wealth Management, Inc Wisdomtree Tr Intl Largecap Di Transaction History

Focused Wealth Management, Inc

$746 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 03, 2019	SELL	N/A	-1,439 Closed	0 $0
Q4 2018 Jan 30, 2019	BUY	N/A	1,439 New	1,439 $61,000

Others Institutions Holding DOL

# of Institutions

95

Shares Held

8.12M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

2.72M
Shares

$137 Million
0.15% of portfolio
Huntington National Bank Columbus, OH

811K
Shares

$40.8 Million
0.32% of portfolio
Morgan Stanley New York, NY

557K
Shares

$28 Million
0.0% of portfolio
First Republic Investment Management, Inc. San Francisco, CA

362K
Shares

$18.2 Million
0.05% of portfolio
Jpmorgan Chase & CO New York, NY

340K
Shares

$17.1 Million
0.0% of portfolio

About WISDOMTREE TR INTL LARGECAP DI

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