Walter & Keenan Wealth Management LLC Wisdomtree Tr Europe Smallcap Transaction History
Walter & Keenan Wealth Management LLC
- $330 Million
- Q1 2025
Shares
6 transactions
Others Institutions Holding DFE
# of Institutions
65Shares Held
576KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY131KShares$9.27 Million0.0% of portfolio
-
Courier Capital LLC73.5KShares$5.19 Million0.32% of portfolio
-
Ubs Group Ag55.8KShares$3.94 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC47.9KShares$3.38 Million0.0% of portfolio
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Vontobel Holding Ltd.35KShares$2.47 Million0.01% of portfolio