Us Advisors Wealth Management, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Us Advisors Wealth Management, LLC
- $284 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding EES
# of Institutions
149Shares Held
7.31MCall Options Held
9.7KPut Options Held
0-
Morgan Stanley New York, NY815KShares$43.2 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC802KShares$42.5 Million0.0% of portfolio
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Ubs Group Ag688KShares$36.5 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN487KShares$25.8 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL389KShares$20.6 Million0.04% of portfolio