Patton Albertson Miller Group, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Patton Albertson Miller Group, LLC
- $732 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding DES
# of Institutions
359Shares Held
31.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.46MShares$85.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.23MShares$77.4 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$76.9 Million0.01% of portfolio
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Ubs Group Ag1.72MShares$59.7 Million0.01% of portfolio
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Creative Planning Overland Park, KS1.48MShares$51.2 Million0.05% of portfolio