Pathway Financial Advisers, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Pathway Financial Advisers, LLC
- $287 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding DON
# of Institutions
483Shares Held
45.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.86MShares$246 Million0.02% of portfolio
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Morgan Stanley New York, NY2.37MShares$120 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.02MShares$102 Million0.04% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.83MShares$92.9 Million4.31% of portfolio
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Ubs Group Ag1.79MShares$90.7 Million0.02% of portfolio