Stonebridge Wealth Management, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Stonebridge Wealth Management, LLC
- $106 Billion
- Q2 2025
A detailed history of Stonebridge Wealth Management, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Stonebridge Wealth Management, LLC holds 228,427 shares of DES stock, worth $7.8 Million. This represents 6.84% of its overall portfolio holdings.
Number of Shares
228,427Holding current value
$7.8 Million% of portfolio
6.84%Shares
1 transactions
Others Institutions Holding DES
# of Institutions
376Shares Held
31.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.57MShares$87.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.3MShares$78.5 Million0.01% of portfolio
-
Ubs Group Ag1.73MShares$59.1 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.65MShares$56.4 Million0.02% of portfolio
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Creative Planning Overland Park, KS1.44MShares$49.1 Million0.04% of portfolio