Janiczek Wealth Management, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Janiczek Wealth Management, LLC
- $467 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding DES
# of Institutions
345Shares Held
29.8MCall Options Held
50.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.36MShares$73.3 Million0.01% of portfolio
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Morgan Stanley New York, NY2.22MShares$68.9 Million0.01% of portfolio
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Ubs Group Ag1.93MShares$59.8 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC1.64MShares$50.9 Million0.03% of portfolio
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Creative Planning Overland Park, KS1.52MShares$47.1 Million0.06% of portfolio