Money Concepts Capital Corp Wisdomtree Tr Transaction History
Money Concepts Capital Corp
- $1.25 Billion
- Q3 2024
Shares
6 transactions
Others Institutions Holding DWM
# of Institutions
126Shares Held
5.86MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.08MShares$58 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC741KShares$39.9 Million0.02% of portfolio
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Lri Investments, LLC Palm Beach Gardens, FL391KShares$21 Million2.04% of portfolio
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Wealth Enhancement Advisory Services, LLC379KShares$20.4 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC345KShares$18.6 Million0.0% of portfolio