Hb Wealth Management, LLC Wisdomtree Emerging Markets Sm Transaction History
Hb Wealth Management, LLC
- $9.75 Billion
- Q4 2024
Shares
8 transactions
Others Institutions Holding DGS
# of Institutions
245Shares Held
29.2MCall Options Held
17.4KPut Options Held
100-
Creative Planning Overland Park, KS13.1MShares$633 Million0.7% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$56.9 Million0.01% of portfolio
-
Unison Advisors LLC816KShares$39.5 Million5.3% of portfolio
-
Morgan Stanley New York, NY717KShares$34.7 Million0.0% of portfolio
-
Congress Wealth Management LLC Boston, MA641KShares$31 Million0.48% of portfolio