Morton Brown Family Wealth, LLC Wisdomtree Tr Transaction History
Morton Brown Family Wealth, LLC
- $242 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding DWM
# of Institutions
131Shares Held
6.48MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$56.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC789KShares$43.3 Million0.02% of portfolio
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Shakespeare Wealth Management, Inc. Pewaukee, WI438KShares$24.1 Million6.94% of portfolio
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Lri Investments, LLC Palm Beach Gardens, FL399KShares$21.9 Million2.98% of portfolio
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Legacy Financial Advisors, Inc.397KShares$21.8 Million4.33% of portfolio