Stonebridge Financial Planning Group, LLC Wisdomtree Tr U.S Transaction History
Stonebridge Financial Planning Group, LLC
- $215 Million
- Q4 2024
Shares
6 transactions
Others Institutions Holding DHS
# of Institutions
245Shares Held
6.07MCall Options Held
0Put Options Held
0-
Cwm, LLC879KShares$85.8 Million0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA490KShares$47.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC388KShares$37.9 Million0.02% of portfolio
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Linscomb & Williams, Inc. Houston, TX360KShares$35.1 Million1.7% of portfolio
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Cetera Investment Advisers Schaumburg, IL351KShares$34.3 Million0.07% of portfolio