Iht Wealth Management, LLC Wisdomtree Emerging Markets Sm Transaction History
Iht Wealth Management, LLC
- $2.62 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding DGS
# of Institutions
241Shares Held
28.5MCall Options Held
200Put Options Held
0-
Creative Planning Overland Park, KS13.1MShares$672 Million0.7% of portfolio
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Bank Of America Corp Charlotte, NC1.18MShares$60.4 Million0.01% of portfolio
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Unison Advisors LLC816KShares$41.9 Million5.3% of portfolio
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Cerity Partners LLC New York, NY776KShares$39.8 Million0.11% of portfolio
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Morgan Stanley New York, NY683KShares$35.1 Million0.0% of portfolio