Ever Source Wealth Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 456 shares of DES stock, worth $14,190. This represents 0.0% of its overall portfolio holdings.

Number of Shares
456
Previous 456 -0.0%
Holding current value
$14,190
Previous $15,000 6.67%
% of portfolio
0.0%
Previous 0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$30.34 - $32.53 $13,835 - $14,833
456 New
456 $14,000

Others Institutions Holding DES

# of Institutions
368
Shares Held
30.6M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

DES Quotes by TradingView
  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email