Pb Mares Wealth Management LLC Wisdomtree Tr Intl Largecap Di Transaction History
Pb Mares Wealth Management LLC
- $404 Million
- Q2 2024
A detailed history of Pb Mares Wealth Management LLC transactions in Wisdomtree Tr Intl Largecap Di stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 6,532 shares of DOL stock, worth $349,919. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,532
Previous 6,387
2.27%
Holding current value
$349,919
Previous $330,000
0.3%
% of portfolio
0.08%
Previous 0.09%
Shares
19 transactions
Others Institutions Holding DOL
# of Institutions
97Shares Held
8.27MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS2.8MShares$150 Million0.15% of portfolio
-
Huntington National Bank Columbus, OH848KShares$45.5 Million0.34% of portfolio
-
Morgan Stanley New York, NY531KShares$28.4 Million0.0% of portfolio
-
First Republic Investment Management, Inc. San Francisco, CA362KShares$19.4 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY361KShares$19.3 Million0.0% of portfolio