Surevest, LLC Wisdomtree Tr Currency Hedged Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
Shares
6 transactions
Others Institutions Holding DDWM
# of Institutions
68Shares Held
6.24MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC956KShares$32.7 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL878KShares$30 Million0.05% of portfolio
-
Fundamentun, LLC Beachwood, OH495KShares$17 Million1.77% of portfolio
-
Exchange Capital Management, Inc.480KShares$16.4 Million2.75% of portfolio
-
Steward Partners Investment Advisory, LLC394KShares$13.5 Million0.15% of portfolio