Columbia River Financial Group, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Columbia River Financial Group, LLC
- $150 Million
- Q1 2025
A detailed history of Columbia River Financial Group, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Columbia River Financial Group, LLC holds 22,872 shares of DES stock, worth $690,505. This represents 0.49% of its overall portfolio holdings.
Number of Shares
22,872
Previous 23,269
1.71%
Holding current value
$690,505
Previous $799,000
8.51%
% of portfolio
0.49%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding DES
# of Institutions
365Shares Held
31.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.46MShares$74.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.23MShares$67.4 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$67 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$52 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.48MShares$44.6 Million0.05% of portfolio