Cascade Financial Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Cascade Financial Partners, LLC
- $694 Billion
- Q1 2024
A detailed history of Cascade Financial Partners, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 165,128 shares of DES stock, worth $5.14 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
165,128Holding current value
$5.14 Million% of portfolio
0.74%Shares
1 transactions
Others Institutions Holding DES
# of Institutions
344Shares Held
29.7MCall Options Held
50.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.36MShares$73.6 Million0.01% of portfolio
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Morgan Stanley New York, NY2.22MShares$69.2 Million0.01% of portfolio
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Ubs Group Ag1.93MShares$60.1 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC1.64MShares$51.2 Million0.03% of portfolio
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Creative Planning Overland Park, KS1.52MShares$47.3 Million0.06% of portfolio