V Wealth Advisors LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
V Wealth Advisors LLC
- $123 Million
- Q3 2023
Shares
3 transactions
Others Institutions Holding NTSX
# of Institutions
79Shares Held
15.4MCall Options Held
0Put Options Held
0-
Halbert Hargrove Global Advisors, LLC6.11MShares$292 Million15.89% of portfolio
-
Rational Advisors LLC Huntington, NY1.18MShares$56.3 Million5.89% of portfolio
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Cwm, LLC1.14MShares$54.2 Million0.23% of portfolio
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Wealthcare Advisory Partners LLC West Chester, PA885KShares$42.3 Million1.21% of portfolio
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Wj Interests, LLC Sugar Land, TX852KShares$40.7 Million21.69% of portfolio