Beaird Harris Wealth Management, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Beaird Harris Wealth Management, LLC
- $998 Million
- Q1 2024
A detailed history of Beaird Harris Wealth Management, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 20,696 shares of DLS stock, worth $1.32 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
20,696
Previous 20,987
1.39%
Holding current value
$1.32 Million
Previous $1.34 Million
0.67%
% of portfolio
0.14%
Previous 0.14%
Shares
10 transactions
Others Institutions Holding DLS
# of Institutions
215Shares Held
6.67MCall Options Held
0Put Options Held
0-
Savant Capital, LLC881KShares$56 Million0.66% of portfolio
-
Bank Of America Corp Charlotte, NC413KShares$26.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY286KShares$18.2 Million0.0% of portfolio
-
Shakespeare Wealth Management, Inc. Pewaukee, WI249KShares$15.8 Million4.69% of portfolio
-
Eqis Capital Management, Inc. San Rafael, CA225KShares$14.3 Million1.23% of portfolio