Beacon Pointe Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Beacon Pointe Advisors, LLC
- $8.35 Billion
- Q2 2024
A detailed history of Beacon Pointe Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 22,242 shares of DES stock, worth $762,455. This represents 0.01% of its overall portfolio holdings.
Number of Shares
22,242
Previous 23,823
6.64%
Holding current value
$762,455
Previous $778,000
11.05%
% of portfolio
0.01%
Previous 0.01%
Shares
23 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