Resurgent Financial Advisors LLC Wisdomtree U.S. Largecap Fund Transaction History
Resurgent Financial Advisors LLC
- $168 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding EPS
# of Institutions
149Shares Held
14.1MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.26MShares$135 Million1.88% of portfolio
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Private Wealth Strategies, L.L.C.1.27MShares$75.6 Million14.73% of portfolio
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Lido Advisors, LLC Los Angeles, CA1.24MShares$74.1 Million0.35% of portfolio
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Lpl Financial LLC Fort Mill, SC1.08MShares$64.4 Million0.03% of portfolio
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Private Advisor Group, LLC1.03MShares$61.6 Million0.36% of portfolio