Western Wealth Management, LLC Wisdomtree Emerging Markets Sm Transaction History
Western Wealth Management, LLC
- $1.72 Billion
- Q3 2024
Shares
5 transactions
Others Institutions Holding DGS
# of Institutions
243Shares Held
28.7MCall Options Held
200Put Options Held
0-
Creative Planning Overland Park, KS13.1MShares$667 Million0.7% of portfolio
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Bank Of America Corp Charlotte, NC1.18MShares$60 Million0.01% of portfolio
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Unison Advisors LLC816KShares$41.6 Million5.3% of portfolio
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Morgan Stanley New York, NY683KShares$34.8 Million0.0% of portfolio
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Congress Wealth Management LLC Boston, MA641KShares$32.7 Million0.48% of portfolio