Provident Wealth Management, LLC Wisdomtree Tr Transaction History
Provident Wealth Management, LLC
- $292 Million
- Q3 2024
Shares
5 transactions
Others Institutions Holding DWM
# of Institutions
126Shares Held
5.86MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.08MShares$58 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC741KShares$39.9 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$21 Million2.04% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$20.4 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC345KShares$18.6 Million0.0% of portfolio