Srs Capital Advisors, Inc. Wisdomtree U.S. Smallcap Fund Transaction History
Srs Capital Advisors, Inc.
- $1.5 Billion
- Q4 2024
Shares
6 transactions
Others Institutions Holding EES
# of Institutions
161Shares Held
7.83MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$46.4 Million0.0% of portfolio
-
Morgan Stanley New York, NY776KShares$42.4 Million0.0% of portfolio
-
Ubs Group Ag729KShares$39.8 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH537KShares$29.3 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN499KShares$27.3 Million0.01% of portfolio