Morton Brown Family Wealth, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
Morton Brown Family Wealth, LLC
- $242 Million
- Q1 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 164 shares of WTV stock, worth $11,867. This represents 0.0% of its overall portfolio holdings.
Number of Shares
164Holding current value
$11,867% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding WTV
# of Institutions
72Shares Held
2.22MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC399KShares$28.9 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL240KShares$17.4 Million0.03% of portfolio
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Legacy Financial Advisors, Inc.189KShares$13.7 Million2.85% of portfolio
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Private Wealth Strategies, L.L.C.183KShares$13.2 Million2.89% of portfolio
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Envestnet Asset Management Inc115KShares$8.36 Million0.0% of portfolio