Essential Planning, Llc. Wisdomtree U.S. Smallcap Fund Transaction History
Essential Planning, Llc.
- $243 Million
- Q3 2024
A detailed history of Essential Planning, Llc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Essential Planning, Llc. holds 8,912 shares of EES stock, worth $513,598. This represents 0.19% of its overall portfolio holdings.
Number of Shares
8,912
Previous 9,017
1.16%
Holding current value
$513,598
Previous $424,000
10.85%
% of portfolio
0.19%
Previous 0.19%
Shares
7 transactions
Others Institutions Holding EES
# of Institutions
153Shares Held
7.2MCall Options Held
9.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC890KShares$51.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY774KShares$44.6 Million0.0% of portfolio
-
Ubs Group Ag745KShares$42.9 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN503KShares$29 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL392KShares$22.6 Million0.05% of portfolio