Stonebridge Financial Planning Group, LLC Wisdomtree Tr U.S Transaction History
Stonebridge Financial Planning Group, LLC
- $202 Million
- Q3 2024
Shares
6 transactions
Others Institutions Holding DHS
# of Institutions
223Shares Held
5.72MCall Options Held
0Put Options Held
0-
Cwm, LLC911KShares$88.3 Million0.37% of portfolio
-
Wells Fargo & Company San Francisco, CA427KShares$41.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC393KShares$38.1 Million0.02% of portfolio
-
Linscomb & Williams, Inc. Houston, TX357KShares$34.6 Million1.67% of portfolio
-
Cetera Investment Advisers Schaumburg, IL350KShares$34 Million0.07% of portfolio