Crux Wealth Advisors Wisdomtree U.S. Smallcap Fund Transaction History
Crux Wealth Advisors
- $180 Billion
- Q4 2024
A detailed history of Crux Wealth Advisors transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Crux Wealth Advisors holds 14,757 shares of EES stock, worth $802,928. This represents 0.44% of its overall portfolio holdings.
Number of Shares
14,757Holding current value
$802,928% of portfolio
0.44%Shares
1 transactions
Others Institutions Holding EES
# of Institutions
164Shares Held
7.89MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$46.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY776KShares$42.2 Million0.0% of portfolio
-
Ubs Group Ag729KShares$39.7 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH537KShares$29.2 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN499KShares$27.2 Million0.01% of portfolio