Key Client Fiduciary Advisors, LLC Wiswisdomtree Tr Transaction History
Key Client Fiduciary Advisors, LLC
- $203 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding DNL
# of Institutions
113Shares Held
12.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.01MShares$37.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC916KShares$34.3 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN786KShares$29.5 Million0.01% of portfolio
-
Cwm, LLC754KShares$28.3 Million0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC738KShares$27.7 Million0.01% of portfolio