Safeguard Investment Advisory Group, LLC Wisdomtree Yield Enhanced U.S. Transaction History
Safeguard Investment Advisory Group, LLC
- $350 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding AGGY
# of Institutions
171Shares Held
21.1MCall Options Held
2.4KPut Options Held
0-
Bank Of America Corp Charlotte, NC4.08MShares$176 Million0.02% of portfolio
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Cwm, LLC1.18MShares$50.9 Million0.21% of portfolio
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Lpl Financial LLC Fort Mill, SC1.16MShares$50.2 Million0.02% of portfolio
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Envestnet Asset Management Inc1.09MShares$46.8 Million0.02% of portfolio
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Mercer Global Advisors Inc Denver, CO991KShares$42.7 Million0.1% of portfolio