Patriot Financial Group Insurance Agency, LLC Wisdomtree Tr Emerging Mkts Qu Transaction History
Patriot Financial Group Insurance Agency, LLC
- $704 Million
- Q4 2024
Shares
10 transactions
Others Institutions Holding DGRE
# of Institutions
54Shares Held
3.74MCall Options Held
0Put Options Held
0-
One Capital Management, LLC Westlake Village, CA1.22MShares$30.8 Million1.08% of portfolio
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Lpl Financial LLC Fort Mill, SC532KShares$13.4 Million0.01% of portfolio
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New Edge Wealth, LLC Pittsburgh, PA330KShares$8.3 Million0.15% of portfolio
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Simpli Fi, Inc.197KShares$4.94 Million2.28% of portfolio
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Raymond James Financial Inc St. Petersburg, FL131KShares$3.29 Million0.0% of portfolio