Family Wealth Partners, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Family Wealth Partners, LLC
- $195 Billion
- Q3 2024
A detailed history of Family Wealth Partners, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Family Wealth Partners, LLC holds 35,700 shares of DLS stock, worth $2.25 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
35,700
Previous 37,872
5.74%
Holding current value
$2.25 Million
Previous $2.4 Billion
2.6%
% of portfolio
1.26%
Previous 1.25%
Shares
4 transactions
Others Institutions Holding DLS
# of Institutions
204Shares Held
5.32MCall Options Held
0Put Options Held
0-
Savant Capital, LLC822KShares$51.9 Million0.48% of portfolio
-
Bip Wealth, LLC Atlanta, GA243KShares$15.3 Million1.14% of portfolio
-
Bank Of America Corp Charlotte, NC205KShares$12.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY204KShares$12.9 Million0.0% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL203KShares$12.8 Million1.25% of portfolio