Atria Wealth Solutions, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History
Atria Wealth Solutions, Inc.
- $8.79 Billion
- Q2 2024
A detailed history of Atria Wealth Solutions, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 21,130 shares of DES stock, worth $724,336. This represents 0.01% of its overall portfolio holdings.
Number of Shares
21,130
Previous 20,518
2.98%
Holding current value
$724,336
Previous $670,000
1.79%
% of portfolio
0.01%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding DES
# of Institutions
351Shares Held
29.3MCall Options Held
9.1KPut Options Held
0-
Morgan Stanley New York, NY2.2MShares$75.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.15MShares$73.6 Million0.01% of portfolio
-
Ubs Group Ag1.83MShares$62.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.65MShares$56.4 Million0.03% of portfolio
-
Creative Planning Overland Park, KS1.51MShares$51.6 Million0.05% of portfolio