New Insight Wealth Advisors Wisdomtree Tr U.S. Smallcap Di Transaction History
New Insight Wealth Advisors
- $170 Billion
- Q2 2024
A detailed history of New Insight Wealth Advisors transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, New Insight Wealth Advisors holds 7,134 shares of DES stock, worth $241,414. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,134
Previous 7,674
7.04%
Holding current value
$241,414
Previous $251 Million
11.39%
% of portfolio
0.13%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding DES
# of Institutions
351Shares Held
29.3MCall Options Held
9.1KPut Options Held
0-
Morgan Stanley New York, NY2.2MShares$74.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.15MShares$72.6 Million0.01% of portfolio
-
Ubs Group Ag1.83MShares$61.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.65MShares$55.7 Million0.03% of portfolio
-
Creative Planning Overland Park, KS1.51MShares$51 Million0.05% of portfolio