Cornerstone Planning Group LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Cornerstone Planning Group LLC
- $322 Billion
- Q1 2024
A detailed history of Cornerstone Planning Group LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 596 shares of DES stock, worth $18,267. This represents 0.01% of its overall portfolio holdings.
Number of Shares
596
Previous 1,597
62.68%
Holding current value
$18,267
Previous $51.4 Million
63.44%
% of portfolio
0.01%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DES
# of Institutions
345Shares Held
29.8MCall Options Held
50.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.36MShares$72.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.22MShares$68.1 Million0.01% of portfolio
-
Ubs Group Ag1.93MShares$59.1 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.64MShares$50.3 Million0.03% of portfolio
-
Creative Planning Overland Park, KS1.52MShares$46.5 Million0.06% of portfolio