Orion Portfolio Solutions, LLC Wisdomtree Tr Transaction History
Orion Portfolio Solutions, LLC
- $9.52 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding DWM
# of Institutions
126Shares Held
6.12MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$60.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC712KShares$40.4 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$22.1 Million1.98% of portfolio
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Wealth Enhancement Advisory Services, LLC379KShares$21.5 Million0.04% of portfolio
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Bank Of America Corp Charlotte, NC350KShares$19.8 Million0.0% of portfolio