Pb Mares Wealth Management LLC Wisdomtree Tr Intl Largecap Di Transaction History
Pb Mares Wealth Management LLC
- $539 Million
- Q2 2025
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 6,283 shares of DOL stock, worth $376,665. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,283
Previous 6,214
1.11%
Holding current value
$376,665
Previous $342,000
9.36%
% of portfolio
0.07%
Previous 0.07%
Shares
23 transactions
Others Institutions Holding DOL
# of Institutions
102Shares Held
8.1MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS2.69MShares$162 Million0.14% of portfolio
-
Huntington National Bank Columbus, OH790KShares$47.4 Million0.32% of portfolio
-
Morgan Stanley New York, NY693KShares$41.5 Million0.0% of portfolio
-
First Republic Investment Management, Inc. San Francisco, CA362KShares$21.7 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY360KShares$21.6 Million0.0% of portfolio