Fusion Family Wealth LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Fusion Family Wealth LLC
- $1.09 Billion
- Q4 2024
Shares
7 transactions
Others Institutions Holding DON
# of Institutions
493Shares Held
44MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$208 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.49MShares$115 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$96.2 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.84MShares$85 Million4.75% of portfolio
-
Ubs Group Ag1.59MShares$73.7 Million0.02% of portfolio