Tmd Wealth Management, LLC Barclays Bank PLC Transaction History
Tmd Wealth Management, LLC
- $348 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding CAPE
# of Institutions
34Shares Held
9.16MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.22MShares$62.6 Million0.02% of portfolio
-
Waddell & Associates, LLC1.95MShares$55.2 Million7.46% of portfolio
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Socha Financial Group, LLC Corning, NY1.91MShares$53.9 Million23.46% of portfolio
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Walled Lake Planning & Wealth Management, LLC Winnetka, IL851KShares$24 Million10.55% of portfolio
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Evensky & Katz LLC607KShares$17.1 Million1.2% of portfolio