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
7.25MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC769KShares$42.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY726KShares$40.2 Million0.0% of portfolio
-
Ubs Group Ag720KShares$39.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC511KShares$28.3 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN489KShares$27 Million0.01% of portfolio