Creative Planning Wisdomtree U.S. Smallcap Fund Transaction History
Creative Planning
- $103 Billion
- Q4 2024
A detailed history of Creative Planning transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Creative Planning holds 24,939 shares of EES stock, worth $1.25 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
24,939
Previous 24,939
-0.0%
Holding current value
$1.25 Million
Previous $1.32 Million
2.28%
% of portfolio
0.0%
Previous 0.0%
Shares
16 transactions
Others Institutions Holding EES
# of Institutions
164Shares Held
7.89MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$42.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY776KShares$38.8 Million0.0% of portfolio
-
Ubs Group Ag729KShares$36.5 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH537KShares$26.9 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN499KShares$25 Million0.01% of portfolio