Bannerman Wealth Management Group, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Bannerman Wealth Management Group, LLC
- $122 Billion
- Q1 2025
A detailed history of Bannerman Wealth Management Group, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 4,191 shares of DLS stock, worth $304,685. This represents 0.23% of its overall portfolio holdings.
Number of Shares
4,191
Previous 4,125
1.6%
Holding current value
$304,685
Previous $260 Million
6.53%
% of portfolio
0.23%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding DLS
# of Institutions
215Shares Held
5.35MCall Options Held
0Put Options Held
0-
Savant Capital, LLC785KShares$57 Million0.39% of portfolio
-
Bip Wealth, LLC Atlanta, GA283KShares$20.6 Million1.22% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL202KShares$14.7 Million1.29% of portfolio
-
Bank Of America Corp Charlotte, NC197KShares$14.3 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL178KShares$12.9 Million0.01% of portfolio