Private Wealth Strategies, L.L.C. Wisdomtree U.S. Smallcap Fund Transaction History
Private Wealth Strategies, L.L.C.
- $490 Million
- Q2 2024
Shares
3 transactions
Others Institutions Holding EES
# of Institutions
155Shares Held
7.14MCall Options Held
9.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC890KShares$49.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY774KShares$42.9 Million0.0% of portfolio
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Ubs Group Ag745KShares$41.3 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN503KShares$27.9 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL392KShares$21.7 Million0.05% of portfolio