Founders Grove Wealth Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Founders Grove Wealth Partners, LLC
- $345 Billion
- Q4 2024
A detailed history of Founders Grove Wealth Partners, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Founders Grove Wealth Partners, LLC holds 68,230 shares of DES stock, worth $2.36 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
68,230Holding current value
$2.36 Million% of portfolio
0.68%Shares
1 transactions
Others Institutions Holding DES
# of Institutions
352Shares Held
29.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.24MShares$77.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$75.8 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.97MShares$68 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$59.4 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.49MShares$51.5 Million0.05% of portfolio