Beaird Harris Wealth Management, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Beaird Harris Wealth Management, LLC
- $1.08 Billion
- Q3 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 17,175 shares of DLS stock, worth $1.1 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
17,175
Previous 18,144
5.34%
Holding current value
$1.1 Million
Previous $1.15 Million
2.95%
% of portfolio
0.11%
Previous 0.11%
Shares
12 transactions
Others Institutions Holding DLS
# of Institutions
204Shares Held
5.32MCall Options Held
0Put Options Held
0-
Savant Capital, LLC822KShares$52.7 Million0.48% of portfolio
-
Bip Wealth, LLC Atlanta, GA243KShares$15.5 Million1.14% of portfolio
-
Bank Of America Corp Charlotte, NC205KShares$13.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY204KShares$13.1 Million0.0% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL203KShares$13 Million1.25% of portfolio