Baker Tilly Wealth Management, LLC Wiswisdomtree Tr Transaction History
Baker Tilly Wealth Management, LLC
- $249 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding DNL
# of Institutions
116Shares Held
12.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.11MShares$39.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY1MShares$35.2 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN811KShares$28.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC786KShares$27.5 Million0.01% of portfolio
-
Cwm, LLC755KShares$26.5 Million0.11% of portfolio