Wealth Architects, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Wealth Architects, LLC
- $848 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding DON
# of Institutions
448Shares Held
40.9MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.38MShares$241 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$135 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.41MShares$133 Million0.06% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.86MShares$102 Million4.73% of portfolio
-
Ubs Group Ag1.61MShares$88.8 Million0.02% of portfolio