Ruedi Wealth Management, Inc. Wisdomtree U.S. Smallcap Fund Transaction History
Ruedi Wealth Management, Inc.
- $291 Billion
- Q3 2024
A detailed history of Ruedi Wealth Management, Inc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 163 shares of EES stock, worth $9,087. This represents 0.0% of its overall portfolio holdings.
Number of Shares
163
Previous 163
-0.0%
Holding current value
$9,087
Previous $7.68 Million
11.92%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding EES
# of Institutions
153Shares Held
7.2MCall Options Held
9.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC890KShares$49.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY774KShares$43.2 Million0.0% of portfolio
-
Ubs Group Ag745KShares$41.5 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN503KShares$28 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL392KShares$21.8 Million0.05% of portfolio