Pathstone Family Office, LLC Wisdomtree Tr U.S Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
Shares
2 transactions
Others Institutions Holding DHS
# of Institutions
227Shares Held
5.67MCall Options Held
0Put Options Held
0-
Cwm, LLC911KShares$86.4 Million0.37% of portfolio
-
Wells Fargo & Company San Francisco, CA427KShares$40.5 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC393KShares$37.3 Million0.02% of portfolio
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Linscomb & Williams, Inc. Houston, TX357KShares$33.9 Million1.67% of portfolio
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Cetera Investment Advisers Schaumburg, IL350KShares$33.3 Million0.07% of portfolio