Clear Point Advisors Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History
Clear Point Advisors Inc.
- $122 Billion
- Q1 2024
A detailed history of Clear Point Advisors Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Clear Point Advisors Inc. holds 220 shares of DES stock, worth $6,822. This represents 0.01% of its overall portfolio holdings.
Number of Shares
220
Previous 219
0.46%
Holding current value
$6,822
Previous $7.05 Million
2.07%
% of portfolio
0.01%
Previous 0.01%
Shares
2 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$73.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.22MShares$68.9 Million0.01% of portfolio
-
Ubs Group Ag1.93MShares$59.8 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.64MShares$50.9 Million0.03% of portfolio
-
Creative Planning Overland Park, KS1.52MShares$47.1 Million0.06% of portfolio