Bartlett & Co. Wealth Management LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Bartlett & Co. Wealth Management LLC
- $6.89 Trillion
- Q4 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 44 shares of DES stock, worth $1,528. This represents 0.0% of its overall portfolio holdings.
Number of Shares
44
Previous 44
-0.0%
Holding current value
$1,528
Previous $1.52 Million
0.33%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DES
# of Institutions
350Shares Held
29.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.24MShares$77.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$76.2 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.97MShares$68.4 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$59.8 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.49MShares$51.8 Million0.05% of portfolio