Envision Financial LLC Wisdomtree Tr Intl Small Cap D Transaction History
Envision Financial LLC
- $133 Billion
- Q1 2025
A detailed history of Envision Financial LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Envision Financial LLC holds 9,021 shares of DLS stock, worth $622,719. This represents 0.45% of its overall portfolio holdings.
Number of Shares
9,021
Previous 10,964
17.72%
Holding current value
$622,719
Previous $690 Million
13.73%
% of portfolio
0.45%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding DLS
# of Institutions
216Shares Held
5.52MCall Options Held
0Put Options Held
0-
Savant Capital, LLC804KShares$55.5 Million0.41% of portfolio
-
Bip Wealth, LLC Atlanta, GA283KShares$19.5 Million1.22% of portfolio
-
Bank Of America Corp Charlotte, NC215KShares$14.8 Million0.0% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL202KShares$14 Million1.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL179KShares$12.4 Million0.0% of portfolio