Kiley Juergens Wealth Management, LLC Wisdomtree Tr Intl Largecap Di Transaction History
Kiley Juergens Wealth Management, LLC
- $311 Million
- Q1 2024
Shares
4 transactions
Others Institutions Holding DOL
# of Institutions
94Shares Held
8.17MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS2.78MShares$144 Million0.16% of portfolio
-
Huntington National Bank Columbus, OH876KShares$45.3 Million0.37% of portfolio
-
Morgan Stanley New York, NY501KShares$25.9 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY372KShares$19.3 Million0.0% of portfolio
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First Republic Investment Management, Inc. San Francisco, CA362KShares$18.8 Million0.05% of portfolio