Tobias Financial Advisors, Inc. Wisdomtree Tr Intl Largecap Di Transaction History
Tobias Financial Advisors, Inc.
- $499 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding DOL
# of Institutions
104Shares Held
8.18MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS2.69MShares$161 Million0.14% of portfolio
-
Huntington National Bank Columbus, OH811KShares$48.3 Million0.33% of portfolio
-
Morgan Stanley New York, NY693KShares$41.3 Million0.0% of portfolio
-
First Republic Investment Management, Inc. San Francisco, CA362KShares$21.6 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY360KShares$21.5 Million0.0% of portfolio