Betterment LLC Wisdomtree U.S. Smallcap Fund Transaction History
Betterment LLC
- $37.2 Billion
- Q1 2024
A detailed history of Betterment LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Betterment LLC holds 7,473 shares of EES stock, worth $350,857. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,473
Previous 7,478
0.07%
Holding current value
$350,857
Previous $372,000
0.54%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding EES
# of Institutions
145Shares Held
7.77MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY908KShares$42.6 Million0.0% of portfolio
-
Ubs Group Ag818KShares$38.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC797KShares$37.4 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN523KShares$24.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC521KShares$24.4 Million0.01% of portfolio