Accredited Wealth Management, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Accredited Wealth Management, LLC
- $114 Billion
- Q4 2024
A detailed history of Accredited Wealth Management, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 500 shares of DES stock, worth $17,165. This represents 0.02% of its overall portfolio holdings.
Number of Shares
500Holding current value
$17,165% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding DES
# of Institutions
360Shares Held
31.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.46MShares$84.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.23MShares$76.6 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$76.2 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$59.2 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.48MShares$50.7 Million0.05% of portfolio