Founders Grove Wealth Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Founders Grove Wealth Partners, LLC
- $399 Billion
- Q2 2025
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 64,501 shares of DES stock, worth $2.06 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
64,501
Previous 68,130
5.33%
Holding current value
$2.06 Million
Previous $2.18 Billion
5.92%
% of portfolio
0.51%
Previous 0.61%
Shares
3 transactions
Others Institutions Holding DES
# of Institutions
375Shares Held
30.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.42MShares$77.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.9MShares$60.5 Million0.0% of portfolio
-
Ubs Group Ag1.73MShares$55.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.65MShares$52.7 Million0.02% of portfolio
-
Creative Planning Overland Park, KS1.44MShares$45.9 Million0.04% of portfolio