Tmd Wealth Management, LLC Barclays Bank PLC Transaction History
Tmd Wealth Management, LLC
- $387 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding CAPE
# of Institutions
36Shares Held
7.86MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.27MShares$70.2 Million0.01% of portfolio
-
Waddell & Associates, LLC1.97MShares$61.1 Million7.17% of portfolio
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Walled Lake Planning & Wealth Management, LLC Winnetka, IL854KShares$26.4 Million10.27% of portfolio
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Evensky & Katz LLC591KShares$18.3 Million1.14% of portfolio
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Foundations Investment Advisors, LLC279KShares$8.65 Million0.17% of portfolio