Goodwin Investment Advisory Wisdomtree Tr U.S. Midcap Divi Transaction History
Goodwin Investment Advisory
- $191 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding DON
# of Institutions
469Shares Held
43.1MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$226 Million0.02% of portfolio
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Morgan Stanley New York, NY2.46MShares$127 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.41MShares$124 Million0.06% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.84MShares$95 Million4.75% of portfolio
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Ubs Group Ag1.61MShares$83.3 Million0.02% of portfolio