U.S. Capital Wealth Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.03 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding DON
# of Institutions
458Shares Held
41.9MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$230 Million0.02% of portfolio
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Morgan Stanley New York, NY2.46MShares$129 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.41MShares$126 Million0.06% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.86MShares$97.4 Million4.73% of portfolio
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Ubs Group Ag1.61MShares$84.5 Million0.02% of portfolio