One Charles Private Wealth Services, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
One Charles Private Wealth Services, LLC
- $226 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding DON
# of Institutions
443Shares Held
39.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$211 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.6MShares$121 Million0.01% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.9MShares$88.5 Million4.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.81MShares$84.2 Million0.05% of portfolio
-
Creative Planning Overland Park, KS1.61MShares$74.9 Million0.09% of portfolio