Kiley Juergens Wealth Management, LLC Wisdomtree Tr Intl Largecap Di Transaction History
Kiley Juergens Wealth Management, LLC
- $385 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding DOL
# of Institutions
103Shares Held
8.09MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS2.72MShares$154 Million0.13% of portfolio
-
Huntington National Bank Columbus, OH783KShares$44.2 Million0.28% of portfolio
-
Morgan Stanley New York, NY628KShares$35.4 Million0.0% of portfolio
-
First Republic Investment Management, Inc. San Francisco, CA362KShares$20.4 Million0.05% of portfolio
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Jpmorgan Chase & CO New York, NY357KShares$20.1 Million0.0% of portfolio