Legacy Financial Advisors, Inc. Wiswisdomtree Tr Transaction History
Legacy Financial Advisors, Inc.
- $527 Million
- Q2 2025
Shares
14 transactions
Others Institutions Holding DNL
# of Institutions
110Shares Held
9.92MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY832KShares$32.7 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN830KShares$32.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC645KShares$25.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC619KShares$24.3 Million0.0% of portfolio
-
Ubs Group Ag539KShares$21.1 Million0.0% of portfolio