Sea Crest Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Sea Crest Wealth Management, LLC
- $852 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding DON
# of Institutions
489Shares Held
43.6MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$213 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.49MShares$117 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.01MShares$94.6 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.84MShares$86.7 Million4.75% of portfolio
-
Ubs Group Ag1.59MShares$75.2 Million0.02% of portfolio