Robinson Smith Wealth Advisors LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Robinson Smith Wealth Advisors LLC
- $114 Billion
- Q2 2024
A detailed history of Robinson Smith Wealth Advisors LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 18,741 shares of DES stock, worth $691,917. This represents 0.51% of its overall portfolio holdings.
Number of Shares
18,741
Previous 18,741
-0.0%
Holding current value
$691,917
Previous $612 Million
4.68%
% of portfolio
0.51%
Previous 0.59%
Shares
1 transactions
Others Institutions Holding DES
# of Institutions
349Shares Held
29.3MCall Options Held
9.1KPut Options Held
0-
Morgan Stanley New York, NY2.2MShares$81.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.15MShares$79.2 Million0.01% of portfolio
-
Ubs Group Ag1.83MShares$67.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.65MShares$60.7 Million0.03% of portfolio
-
Creative Planning Overland Park, KS1.49MShares$55.1 Million0.05% of portfolio