Cascade Financial Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Cascade Financial Partners, LLC
- $798 Billion
- Q3 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 167,488 shares of DES stock, worth $6.02 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
167,488
Previous 165,758
1.04%
Holding current value
$6.02 Million
Previous $5.16 Billion
11.59%
% of portfolio
0.72%
Previous 0.68%
Shares
3 transactions
Others Institutions Holding DES
# of Institutions
350Shares Held
29.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.24MShares$80.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$79 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.97MShares$70.9 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$61.9 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.49MShares$53.7 Million0.05% of portfolio