Blue Stem Wealth Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Blue Stem Wealth Partners, LLC
- $873 Billion
- Q3 2025
A detailed history of Blue Stem Wealth Partners, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 8,699 shares of DES stock, worth $284,979. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,699Holding current value
$284,979% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding DES
# of Institutions
385Shares Held
30.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.63MShares$86.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.42MShares$79.3 Million0.01% of portfolio
-
Ubs Group Ag1.63MShares$53.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.61MShares$52.8 Million0.02% of portfolio
-
Creative Planning Overland Park, KS1.4MShares$46 Million0.04% of portfolio