Avantax Advisory Services, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History
Avantax Advisory Services, Inc.
- $15.6 Billion
- Q4 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 97,498 shares of DES stock, worth $3.19 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
97,498
Previous 98,615
1.13%
Holding current value
$3.19 Million
Previous $3.4 Million
1.53%
% of portfolio
0.02%
Previous 0.02%
Shares
23 transactions
Others Institutions Holding DES
# of Institutions
363Shares Held
31.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.46MShares$80.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.23MShares$73 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$72.6 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$56.4 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.48MShares$48.3 Million0.05% of portfolio