Safeguard Investment Advisory Group, LLC Wisdomtree Tr Emerging Mkts Qu Transaction History
Safeguard Investment Advisory Group, LLC
- $350 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding DGRE
# of Institutions
43Shares Held
3.7MCall Options Held
0Put Options Held
0-
One Capital Management, LLC Westlake Village, CA1.25MShares$32 Million1.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC510KShares$13 Million0.01% of portfolio
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New Edge Wealth, LLC Pittsburgh, PA316KShares$8.06 Million0.16% of portfolio
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Hobbs Group Advisors, LLC Columbia, SC286KShares$7.31 Million2.84% of portfolio
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Simpli Fi, Inc.196KShares$5 Million2.47% of portfolio