Ae Wealth Management LLC Wisdomtree Tr Intl Small Cap D Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
A detailed history of Ae Wealth Management LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,432 shares of DLS stock, worth $112,569. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,432
Previous 1,591
9.99%
Holding current value
$112,569
Previous $105,000
1.9%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding DLS
# of Institutions
220Shares Held
5.11MCall Options Held
0Put Options Held
0-
Savant Capital, LLC763KShares$60 Million0.37% of portfolio
-
Bip Wealth, LLC Atlanta, GA275KShares$21.6 Million1.27% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL200KShares$15.7 Million1.28% of portfolio
-
Bank Of America Corp Charlotte, NC181KShares$14.3 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL178KShares$14 Million0.01% of portfolio