Rockbridge Investment Management, Lcc Wisdomtree Tr Intl Small Cap D Transaction History
Rockbridge Investment Management, Lcc
- $682 Billion
- Q1 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 3,573 shares of DLS stock, worth $230,315. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,573
Previous 3,573
-0.0%
Holding current value
$230,315
Previous $228 Million
2.15%
% of portfolio
0.03%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding DLS
# of Institutions
215Shares Held
6.67MCall Options Held
0Put Options Held
0-
Savant Capital, LLC881KShares$56.8 Million0.66% of portfolio
-
Bank Of America Corp Charlotte, NC413KShares$26.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY286KShares$18.5 Million0.0% of portfolio
-
Shakespeare Wealth Management, Inc. Pewaukee, WI249KShares$16 Million4.69% of portfolio
-
Eqis Capital Management, Inc. San Rafael, CA225KShares$14.5 Million1.23% of portfolio