Key Client Fiduciary Advisors, LLC Wiswisdomtree Tr Transaction History
Key Client Fiduciary Advisors, LLC
- $182 Million
- Q2 2024
Shares
3 transactions
Others Institutions Holding DNL
# of Institutions
111Shares Held
12.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY996KShares$39.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC861KShares$34.4 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN781KShares$31.2 Million0.01% of portfolio
-
Cwm, LLC760KShares$30.3 Million0.14% of portfolio
-
Ubs Group Ag732KShares$29.2 Million0.01% of portfolio