Family Wealth Partners, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Family Wealth Partners, LLC
- $176 Billion
- Q1 2024
A detailed history of Family Wealth Partners, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Family Wealth Partners, LLC holds 36,298 shares of DLS stock, worth $2.3 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
36,298
Previous 37,207
2.44%
Holding current value
$2.3 Million
Previous $2.38 Billion
0.36%
% of portfolio
1.34%
Previous 1.83%
Shares
2 transactions
Others Institutions Holding DLS
# of Institutions
215Shares Held
6.67MCall Options Held
0Put Options Held
0-
Savant Capital, LLC881KShares$55.9 Million0.66% of portfolio
-
Bank Of America Corp Charlotte, NC413KShares$26.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY286KShares$18.2 Million0.0% of portfolio
-
Shakespeare Wealth Management, Inc. Pewaukee, WI249KShares$15.8 Million4.69% of portfolio
-
Eqis Capital Management, Inc. San Rafael, CA225KShares$14.3 Million1.23% of portfolio