Avantax Advisory Services, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History
Avantax Advisory Services, Inc.
- $13.8 Billion
- Q2 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 99,200 shares of DES stock, worth $3.4 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
99,200
Previous 98,450
0.76%
Holding current value
$3.4 Million
Previous $3.22 Million
3.95%
% of portfolio
0.02%
Previous 0.03%
Shares
21 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