York Bridge Wealth Partners, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
York Bridge Wealth Partners, LLC
- $394 Million
- Q4 2022
Shares
8 transactions
Others Institutions Holding DGRS
# of Institutions
107Shares Held
4.65MCall Options Held
0Put Options Held
0-
Private Wealth Strategies, L.L.C.550KShares$28.3 Million5.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC503KShares$25.8 Million0.01% of portfolio
-
Hennion & Walsh Asset Management, Inc.478KShares$24.6 Million1.19% of portfolio
-
Morgan Stanley New York, NY378KShares$19.4 Million0.0% of portfolio
-
Ubs Group Ag317KShares$16.3 Million0.0% of portfolio