Portfolio Design Labs, LLC Wisdomtree U.S. Largecap Fund Transaction History
Portfolio Design Labs, LLC
- $485 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding EPS
# of Institutions
158Shares Held
14.2MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.41MShares$155 Million1.94% of portfolio
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Private Wealth Strategies, L.L.C.1.27MShares$81.7 Million14.73% of portfolio
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Lpl Financial LLC Fort Mill, SC1.13MShares$72.7 Million0.03% of portfolio
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Private Advisor Group, LLC1.07MShares$69.1 Million0.4% of portfolio
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Morgan Stanley New York, NY986KShares$63.4 Million0.0% of portfolio