Mascoma Wealth Management LLC Wisdomtree Emerging Markets Sm Transaction History
Mascoma Wealth Management LLC
- $400 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding DGS
# of Institutions
247Shares Held
29.2MCall Options Held
17.4KPut Options Held
100-
Creative Planning Overland Park, KS13.1MShares$655 Million0.7% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$58.9 Million0.01% of portfolio
-
Unison Advisors LLC816KShares$40.8 Million5.3% of portfolio
-
Morgan Stanley New York, NY717KShares$35.8 Million0.0% of portfolio
-
Congress Wealth Management LLC Boston, MA641KShares$32 Million0.48% of portfolio