Optimum Investment Advisors Wisdomtree Tr Intl Largecap Di Transaction History
Optimum Investment Advisors
- $244 Million
- Q3 2025
Shares
4 transactions
Others Institutions Holding DOL
# of Institutions
104Shares Held
8.75MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS2.67MShares$166 Million0.14% of portfolio
-
Morgan Stanley New York, NY872KShares$54.2 Million0.0% of portfolio
-
Huntington National Bank Columbus, OH811KShares$50.5 Million0.33% of portfolio
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First Republic Investment Management, Inc. San Francisco, CA362KShares$22.5 Million0.05% of portfolio
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Jpmorgan Chase & CO New York, NY360KShares$22.4 Million0.0% of portfolio