180 Wealth Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
180 Wealth Advisors, LLC
- $592 Million
- Q2 2024
A detailed history of 180 Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, 180 Wealth Advisors, LLC holds 55,562 shares of DES stock, worth $1.9 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
55,562
Previous 55,530
0.06%
Holding current value
$1.9 Million
Previous $1.81 Million
4.63%
% of portfolio
0.29%
Previous 0.33%
Shares
19 transactions
Others Institutions Holding DES
# of Institutions
351Shares Held
29.3MCall Options Held
9.1KPut Options Held
0-
Morgan Stanley New York, NY2.2MShares$75 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.15MShares$73.3 Million0.01% of portfolio
-
Ubs Group Ag1.83MShares$62.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.65MShares$56.2 Million0.03% of portfolio
-
Creative Planning Overland Park, KS1.51MShares$51.4 Million0.05% of portfolio