Shore Haven Wealth Partners, LLC Wisdomtree U.S. High Yield Cor Transaction History
Shore Haven Wealth Partners, LLC
- $202 Million
- Q3 2024
Shares
7 transactions
Others Institutions Holding WFHY
# of Institutions
52Shares Held
4.08MCall Options Held
0Put Options Held
0-
Cwm, LLC1.63MShares$74.6 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC632KShares$29 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ206KShares$9.43 Million0.02% of portfolio
-
Invenio Wealth Partners LLC Coral Gables, FL167KShares$7.68 Million3.7% of portfolio
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Leo Wealth, LLC Hurst, TX164KShares$7.5 Million0.69% of portfolio