Great Valley Advisor Group, Inc. Wisdomtree Tr Transaction History
Great Valley Advisor Group, Inc.
- $3.84 Billion
- Q3 2024
Shares
6 transactions
Others Institutions Holding DWM
# of Institutions
127Shares Held
6.09MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$60.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC712KShares$40.5 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$22.2 Million1.98% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$21.5 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC350KShares$19.9 Million0.0% of portfolio