Charter Oak Capital Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Charter Oak Capital Management, LLC
- $1.07 Billion
- Q4 2024
Shares
6 transactions
Others Institutions Holding DLN
# of Institutions
438Shares Held
40MCall Options Held
3.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.91MShares$306 Million0.21% of portfolio
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Lpl Financial LLC Fort Mill, SC2.96MShares$232 Million0.1% of portfolio
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Morgan Stanley New York, NY2.91MShares$228 Million0.02% of portfolio
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Wade G W & Inc Wellesley, MA2.09MShares$164 Million4.52% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.77MShares$139 Million0.04% of portfolio