Re Dickinson Investment Advisors, LLC Wisdomtree Tr Transaction History
Re Dickinson Investment Advisors, LLC
- $172 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding DWM
# of Institutions
126Shares Held
5.86MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.08MShares$57.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC741KShares$39.3 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$20.7 Million2.04% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$20.1 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC345KShares$18.3 Million0.0% of portfolio