Axis Wealth Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Axis Wealth Partners, LLC
- $119 Billion
- Q4 2024
A detailed history of Axis Wealth Partners, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 6,719 shares of DES stock, worth $230,125. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,719Holding current value
$230,125% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding DES
# of Institutions
356Shares Held
31MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.24MShares$76.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$75.2 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.97MShares$67.5 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$59 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.49MShares$51.1 Million0.05% of portfolio