Running Point Capital Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Running Point Capital Advisors, LLC
- $358 Million
- Q3 2025
Shares
2 transactions
Others Institutions Holding DON
# of Institutions
496Shares Held
44.5MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.69MShares$239 Million0.02% of portfolio
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Morgan Stanley New York, NY2.35MShares$119 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.99MShares$101 Million0.03% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.83MShares$93 Million4.23% of portfolio
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Ubs Group Ag1.77MShares$89.8 Million0.02% of portfolio