Secure Asset Management, LLC Wiswisdomtree Tr Transaction History
Secure Asset Management, LLC
- $585 Million
- Q3 2025
Shares
4 transactions
Others Institutions Holding DNL
# of Institutions
110Shares Held
9.79MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY832KShares$33.6 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN830KShares$33.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC645KShares$26.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC619KShares$25 Million0.0% of portfolio
-
Ubs Group Ag539KShares$21.8 Million0.0% of portfolio