Regent Peak Wealth Advisors LLC Wisdomtree Tr U.S Largecap Div Transaction History
Regent Peak Wealth Advisors LLC
- $441 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding DLN
# of Institutions
392Shares Held
36.5MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.94MShares$311 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.92MShares$231 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.8MShares$221 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$165 Million4.52% of portfolio
-
Creative Planning Overland Park, KS1.42MShares$112 Million0.11% of portfolio