Life Steps Financial, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History
Life Steps Financial, Inc.
- $128 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding DON
# of Institutions
449Shares Held
41MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$242 Million0.02% of portfolio
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Morgan Stanley New York, NY2.46MShares$136 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.41MShares$133 Million0.06% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.86MShares$103 Million4.73% of portfolio
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Ubs Group Ag1.61MShares$89.1 Million0.02% of portfolio