Sound Income Strategies, LLC Wisdomtree U.S. Largecap Fund Transaction History
Sound Income Strategies, LLC
- $1.4 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding EPS
# of Institutions
115Shares Held
10.4MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA1.7MShares$103 Million1.49% of portfolio
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Private Wealth Strategies, L.L.C.1.27MShares$77.1 Million14.73% of portfolio
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Lpl Financial LLC Fort Mill, SC1.03MShares$62.3 Million0.03% of portfolio
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Private Advisor Group, LLC1.02MShares$61.7 Million0.39% of portfolio
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Morgan Stanley New York, NY966KShares$58.6 Million0.0% of portfolio