Modern Wealth Management, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
Shares
2 transactions
Others Institutions Holding DLS
# of Institutions
216Shares Held
5.52MCall Options Held
0Put Options Held
0-
Savant Capital, LLC804KShares$55 Million0.41% of portfolio
-
Bip Wealth, LLC Atlanta, GA276KShares$18.9 Million1.16% of portfolio
-
Bank Of America Corp Charlotte, NC215KShares$14.7 Million0.0% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL202KShares$13.8 Million1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL179KShares$12.3 Million0.0% of portfolio