Rmr Wealth Builders Wisdomtree Tr Currency Hedged Transaction History
Rmr Wealth Builders
- $958 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding DDWM
# of Institutions
87Shares Held
6.76MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC945KShares$34.4 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL795KShares$28.9 Million0.01% of portfolio
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Fundamentun, LLC Beachwood, OH587KShares$21.3 Million1.29% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL529KShares$19.2 Million0.03% of portfolio
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Exchange Capital Management, Inc.456KShares$16.6 Million2.7% of portfolio