Private Ocean, LLC Wisdomtree Tr Transaction History
Private Ocean, LLC
- $1.08 Billion
- Q2 2024
Shares
6 transactions
Others Institutions Holding DWM
# of Institutions
122Shares Held
5.91MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.08MShares$59.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC741KShares$40.7 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$21.4 Million2.04% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$20.8 Million0.04% of portfolio
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Bank Of America Corp Charlotte, NC345KShares$18.9 Million0.0% of portfolio