Sea Crest Wealth Management, LLC Wisdomtree Tr Intl Largecap Di Transaction History

Sea Crest Wealth Management, LLC

$902 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	BUY	$41.84 - $49.19 $16,987 - $19,971	406 New	406 $17,000
Q2 2019 Jul 19, 2019	SELL	N/A	-406 Closed	0 $0
Q4 2017 Feb 02, 2018	BUY	N/A	406	406 $21,000

Others Institutions Holding DOL

# of Institutions

95

Shares Held

8.12M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

2.72M
Shares

$134 Million
0.15% of portfolio
Huntington National Bank Columbus, OH

811K
Shares

$40 Million
0.32% of portfolio
Morgan Stanley New York, NY

557K
Shares

$27.4 Million
0.0% of portfolio
First Republic Investment Management, Inc. San Francisco, CA

362K
Shares

$17.9 Million
0.05% of portfolio
Jpmorgan Chase & CO New York, NY

340K
Shares

$16.8 Million
0.0% of portfolio

About WISDOMTREE TR INTL LARGECAP DI

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