Clear Point Advisors Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History
Clear Point Advisors Inc.
- $129 Billion
- Q3 2024
A detailed history of Clear Point Advisors Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Clear Point Advisors Inc. holds 224 shares of DES stock, worth $7,741. This represents 0.01% of its overall portfolio holdings.
Number of Shares
224
Previous 222
0.9%
Holding current value
$7,741
Previous $6.93 Million
11.54%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DES
# of Institutions
351Shares Held
29.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.24MShares$77.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$75.9 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.97MShares$68.1 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$59.5 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.49MShares$51.6 Million0.05% of portfolio