Montecito Bank & Trust Wisdomtree Tr Us Multifactor F Transaction History
Montecito Bank & Trust
- $573 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding USMF
# of Institutions
71Shares Held
8.76MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.34MShares$117 Million0.53% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.29MShares$64.3 Million0.09% of portfolio
-
Private Wealth Strategies, L.L.C.1.19MShares$59.4 Million11.04% of portfolio
-
Great Valley Advisor Group, Inc.458KShares$22.9 Million0.56% of portfolio
-
Team Financial Group, LLC Temecula, CA379KShares$18.9 Million10.8% of portfolio