Loring Wolcott & Coolidge Fiduciary Advisors LLP Wisdomtree Emerging Markets Sm Transaction History
Loring Wolcott & Coolidge Fiduciary Advisors LLP
- $11.1 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding DGS
# of Institutions
249Shares Held
19.7MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS5.43MShares$310 Million0.26% of portfolio
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Bank Of America Corp Charlotte, NC1.11MShares$63.2 Million0.0% of portfolio
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Congress Wealth Management LLC Boston, MA702KShares$40.2 Million0.4% of portfolio
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National Bank Of Canada557KShares$31.8 Million0.03% of portfolio
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Unison Advisors LLC534KShares$30.5 Million3.56% of portfolio