9258 Wealth Management, LLC Wisdomtree U.S. Smallcap Fund Transaction History
9258 Wealth Management, LLC
- $634 Million
- Q1 2024
A detailed history of 9258 Wealth Management, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 86,347 shares of EES stock, worth $4.07 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
86,347
Previous 86,347
-0.0%
Holding current value
$4.07 Million
Previous $4.3 Million
0.6%
% of portfolio
0.68%
Previous 0.77%
Shares
10 transactions
Others Institutions Holding EES
# of Institutions
145Shares Held
7.77MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY908KShares$42.8 Million0.0% of portfolio
-
Ubs Group Ag818KShares$38.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC797KShares$37.5 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN523KShares$24.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC521KShares$24.5 Million0.01% of portfolio