Frg Family Wealth Advisors LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Frg Family Wealth Advisors LLC
- $682 Million
- Q2 2024
Shares
1 transactions
Others Institutions Holding DON
# of Institutions
437Shares Held
41.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$237 Million0.02% of portfolio
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Morgan Stanley New York, NY2.45MShares$128 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.88MShares$98.3 Million0.04% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.87MShares$98 Million4.55% of portfolio
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Ubs Group Ag1.66MShares$86.8 Million0.02% of portfolio