Second Half Financial Partners, LLC Wisdomtree Emerging Markets Sm Transaction History
Second Half Financial Partners, LLC
- $126 Million
- Q2 2025
Shares
1 transactions
Others Institutions Holding DGS
# of Institutions
249Shares Held
19.6MCall Options Held
200Put Options Held
0-
Creative Planning Overland Park, KS5.43MShares$305 Million0.26% of portfolio
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Bank Of America Corp Charlotte, NC1.1MShares$61.6 Million0.0% of portfolio
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Congress Wealth Management LLC Boston, MA681KShares$38.3 Million0.42% of portfolio
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National Bank Of Canada557KShares$31.3 Million0.03% of portfolio
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Unison Advisors LLC534KShares$30 Million3.56% of portfolio