9258 Wealth Management, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding DGRS
# of Institutions
138Shares Held
7.63MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX887KShares$40.9 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC579KShares$26.7 Million0.01% of portfolio
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Private Wealth Strategies, L.L.C.550KShares$25.4 Million5.29% of portfolio
-
Hennion & Walsh Asset Management, Inc.496KShares$22.9 Million1.21% of portfolio
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Morgan Stanley New York, NY481KShares$22.2 Million0.0% of portfolio