Fusion Family Wealth LLC Wisdomtree Tr Intl Largecap Di Transaction History
Fusion Family Wealth LLC
- $1.08 Billion
- Q3 2024
Shares
7 transactions
Others Institutions Holding DOL
# of Institutions
95Shares Held
8.12MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS2.72MShares$135 Million0.15% of portfolio
-
Huntington National Bank Columbus, OH811KShares$40.4 Million0.32% of portfolio
-
Morgan Stanley New York, NY557KShares$27.7 Million0.0% of portfolio
-
First Republic Investment Management, Inc. San Francisco, CA362KShares$18 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY340KShares$16.9 Million0.0% of portfolio