Elwood & Goetz Wealth Advisory Group, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $351 Million
- Q2 2024
A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 57,764 shares of DLS stock, worth $3.99 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
57,764
Previous 58,168
0.69%
Holding current value
$3.99 Million
Previous $3.79 Million
3.4%
% of portfolio
1.04%
Previous 0.92%
Shares
23 transactions
Others Institutions Holding DLS
# of Institutions
217Shares Held
6.52MCall Options Held
0Put Options Held
0-
Savant Capital, LLC836KShares$57.7 Million0.52% of portfolio
-
Old Mission Capital LLC240KShares$16.6 Million0.43% of portfolio
-
Morgan Stanley New York, NY235KShares$16.2 Million0.0% of portfolio
-
Eqis Capital Management, Inc. San Rafael, CA226KShares$15.6 Million1.23% of portfolio
-
Bank Of America Corp Charlotte, NC212KShares$14.6 Million0.0% of portfolio