Financial Architects, Inc Wisdomtree U.S. Smallcap Fund Transaction History
Financial Architects, Inc
- $657 Million
- Q2 2023
Shares
6 transactions
Others Institutions Holding EES
# of Institutions
165Shares Held
7.89MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$44 Million0.0% of portfolio
-
Morgan Stanley New York, NY776KShares$40.2 Million0.0% of portfolio
-
Ubs Group Ag729KShares$37.8 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH537KShares$27.8 Million0.19% of portfolio
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Ameriprise Financial Inc Minneapolis, MN499KShares$25.9 Million0.01% of portfolio