Wealthsource Partners, LLC Wisdomtree Tr Intl Largecap Di Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Shares
3 transactions
Others Institutions Holding DOL
# of Institutions
104Shares Held
8.09MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS2.72MShares$150 Million0.13% of portfolio
-
Huntington National Bank Columbus, OH783KShares$43.2 Million0.28% of portfolio
-
Morgan Stanley New York, NY628KShares$34.6 Million0.0% of portfolio
-
First Republic Investment Management, Inc. San Francisco, CA362KShares$20 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY357KShares$19.7 Million0.0% of portfolio