Creative Planning Wisdomtree Tr Wisdomtree U.S. Transaction History
Creative Planning
- $103 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding NTSX
# of Institutions
89Shares Held
15.6MCall Options Held
0Put Options Held
0-
Halbert Hargrove Global Advisors, LLC6.08MShares$291 Million15.83% of portfolio
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Cwm, LLC1.16MShares$55.7 Million0.23% of portfolio
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Rational Advisors LLC Huntington, NY1.08MShares$51.7 Million5.72% of portfolio
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Wealthcare Advisory Partners LLC West Chester, PA905KShares$43.3 Million1.21% of portfolio
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Wj Interests, LLC Sugar Land, TX824KShares$39.4 Million22.74% of portfolio