Assured Partners Investment Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Assured Partners Investment Advisors, LLC
- $513 Billion
- Q4 2024
A detailed history of Assured Partners Investment Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 16,874 shares of DES stock, worth $574,728. This represents 0.11% of its overall portfolio holdings.
Number of Shares
16,874Holding current value
$574,728% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding DES
# of Institutions
356Shares Held
31MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.24MShares$76.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.23MShares$76 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.97MShares$67.1 Million0.01% of portfolio
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Ubs Group Ag1.72MShares$58.6 Million0.01% of portfolio
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Creative Planning Overland Park, KS1.49MShares$50.8 Million0.05% of portfolio