True Wealth Design, LLC Wisdomtree Tr Intl Small Cap D Transaction History
True Wealth Design, LLC
- $256 Billion
- Q3 2024
Shares
7 transactions
Others Institutions Holding DLS
# of Institutions
204Shares Held
5.32MCall Options Held
0Put Options Held
0-
Savant Capital, LLC822KShares$50.3 Million0.48% of portfolio
-
Bip Wealth, LLC Atlanta, GA243KShares$14.8 Million1.14% of portfolio
-
Bank Of America Corp Charlotte, NC205KShares$12.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY204KShares$12.5 Million0.0% of portfolio
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Lri Investments, LLC Palm Beach Gardens, FL203KShares$12.4 Million1.25% of portfolio