Continuum Advisory, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Continuum Advisory, LLC
- $778 Million
- Q3 2024
A detailed history of Continuum Advisory, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Continuum Advisory, LLC holds 4,028 shares of DES stock, worth $141,866. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,028
Previous 4,028
-0.0%
Holding current value
$141,866
Previous $125,000
10.4%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DES
# of Institutions
349Shares Held
29.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.24MShares$79 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$77.3 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.97MShares$69.4 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$60.6 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.49MShares$52.6 Million0.05% of portfolio