Accel Wealth Management Wisdomtree Tr Wisdomtree U.S. Transaction History
Accel Wealth Management
- $257 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding WTV
# of Institutions
108Shares Held
4.84MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC830KShares$68.4 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL337KShares$27.7 Million0.01% of portfolio
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Horizon Wealth Management, LLC333KShares$27.5 Million4.85% of portfolio
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Prism Advisors, Inc.268KShares$22.1 Million6.75% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL243KShares$20 Million0.03% of portfolio