Townsend Asset Management Corp Wisdomtree Tr Transaction History
Townsend Asset Management Corp
- $281 Million
- Q3 2025
Shares
5 transactions
Others Institutions Holding DWM
# of Institutions
141Shares Held
5.53MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.01MShares$67.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC484KShares$32.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC388KShares$26 Million0.0% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL387KShares$25.9 Million2.1% of portfolio
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Wells Fargo & Company San Francisco, CA337KShares$22.6 Million0.0% of portfolio