Plante Moran Financial Advisors, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Plante Moran Financial Advisors, LLC
- $1.16 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding DLS
# of Institutions
215Shares Held
5.33MCall Options Held
0Put Options Held
0-
Savant Capital, LLC785KShares$54.2 Million0.39% of portfolio
-
Bip Wealth, LLC Atlanta, GA283KShares$19.5 Million1.22% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL202KShares$14 Million1.29% of portfolio
-
Bank Of America Corp Charlotte, NC197KShares$13.6 Million0.0% of portfolio
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Raymond James & Associates St Petersburg, FL178KShares$12.3 Million0.01% of portfolio