Lowe Wealth Advisors, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Lowe Wealth Advisors, LLC
- $252 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding EES
# of Institutions
152Shares Held
7.27MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC769KShares$43 Million0.0% of portfolio
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Morgan Stanley New York, NY726KShares$40.6 Million0.0% of portfolio
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Ubs Group Ag720KShares$40.3 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC511KShares$28.6 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN489KShares$27.3 Million0.01% of portfolio