Whitaker Myers Wealth Managers, Ltd. Victory Portf Ii Shs Us Small Transaction History
Whitaker Myers Wealth Managers, Ltd.
- $343 Billion
- Q4 2024
Shares
7 transactions
Others Institutions Holding CSB
# of Institutions
62Shares Held
1.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC190KShares$11.6 Million0.0% of portfolio
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Cwm, LLC157KShares$9.62 Million0.04% of portfolio
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Ubs Group Ag122KShares$7.44 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC108KShares$6.63 Million0.0% of portfolio
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Envestnet Asset Management Inc79.1KShares$4.84 Million0.0% of portfolio