Moneta Group Investment Advisors LLC Wisdomtree Tr U.S Transaction History
Moneta Group Investment Advisors LLC
- $6.28 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding DHS
# of Institutions
218Shares Held
5.84MCall Options Held
0Put Options Held
0-
Cwm, LLC911KShares$86.4 Million0.37% of portfolio
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Wells Fargo & Company San Francisco, CA436KShares$41.3 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC434KShares$41.2 Million0.02% of portfolio
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Linscomb & Williams, Inc. Houston, TX362KShares$34.3 Million1.59% of portfolio
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Cetera Investment Advisers Schaumburg, IL361KShares$34.2 Million0.07% of portfolio