Steward Financial Group LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
Steward Financial Group LLC
- $315 Million
- Q3 2023
Shares
1 transactions
Others Institutions Holding NTSX
# of Institutions
79Shares Held
15.3MCall Options Held
0Put Options Held
0-
Halbert Hargrove Global Advisors, LLC6.11MShares$295 Million15.89% of portfolio
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Cwm, LLC1.14MShares$54.7 Million0.23% of portfolio
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Rational Advisors LLC Huntington, NY1.08MShares$52 Million5.72% of portfolio
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Wealthcare Advisory Partners LLC West Chester, PA905KShares$43.6 Million1.21% of portfolio
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Wj Interests, LLC Sugar Land, TX852KShares$41 Million21.69% of portfolio