Congress Wealth Management LLC Wisdomtree Tr Intl Small Cap D Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Congress Wealth Management LLC holds 101,949 shares of DLS stock, worth $6.52 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
101,949Holding current value
$6.52 Million% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding DLS
# of Institutions
203Shares Held
5.32MCall Options Held
0Put Options Held
0-
Savant Capital, LLC822KShares$52.5 Million0.48% of portfolio
-
Bip Wealth, LLC Atlanta, GA243KShares$15.5 Million1.14% of portfolio
-
Bank Of America Corp Charlotte, NC205KShares$13.1 Million0.0% of portfolio
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Morgan Stanley New York, NY204KShares$13 Million0.0% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL203KShares$12.9 Million1.25% of portfolio