Wealthpoint, LLC Wisdomtree Emerging Markets Sm Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
Shares
2 transactions
Others Institutions Holding DGS
# of Institutions
244Shares Held
28.9MCall Options Held
17.4KPut Options Held
100-
Creative Planning Overland Park, KS13.1MShares$642 Million0.7% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$57.8 Million0.01% of portfolio
-
Unison Advisors LLC816KShares$40.1 Million5.3% of portfolio
-
Morgan Stanley New York, NY717KShares$35.2 Million0.0% of portfolio
-
Congress Wealth Management LLC Boston, MA641KShares$31.4 Million0.48% of portfolio