Cascade Financial Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Cascade Financial Partners, LLC
- $761 Billion
- Q2 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 165,758 shares of DES stock, worth $5.68 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
165,758
Previous 165,128
0.38%
Holding current value
$5.68 Million
Previous $5.11 Billion
1.13%
% of portfolio
0.68%
Previous 0.74%
Shares
2 transactions
Others Institutions Holding DES
# of Institutions
351Shares Held
29.3MCall Options Held
9.1KPut Options Held
0-
Morgan Stanley New York, NY2.2MShares$75.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.15MShares$73.6 Million0.01% of portfolio
-
Ubs Group Ag1.83MShares$62.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.65MShares$56.4 Million0.03% of portfolio
-
Creative Planning Overland Park, KS1.51MShares$51.6 Million0.05% of portfolio