Patton Albertson Miller Group, LLC Wisdomtree Tr Intl Largecap Di Transaction History
Patton Albertson Miller Group, LLC
- $720 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding DOL
# of Institutions
95Shares Held
8.12MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS2.72MShares$137 Million0.15% of portfolio
-
Huntington National Bank Columbus, OH811KShares$40.9 Million0.32% of portfolio
-
Morgan Stanley New York, NY557KShares$28.1 Million0.0% of portfolio
-
First Republic Investment Management, Inc. San Francisco, CA362KShares$18.3 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY340KShares$17.2 Million0.0% of portfolio