Family Wealth Partners, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Family Wealth Partners, LLC
- $195 Billion
- Q3 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 35,700 shares of DLS stock, worth $2.3 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
35,700
Previous 37,872
5.74%
Holding current value
$2.3 Million
Previous $2.4 Billion
2.6%
% of portfolio
1.26%
Previous 1.25%
Shares
4 transactions
Others Institutions Holding DLS
# of Institutions
201Shares Held
6.24MCall Options Held
0Put Options Held
0-
Savant Capital, LLC822KShares$52.9 Million0.48% of portfolio
-
Bip Wealth, LLC Atlanta, GA243KShares$15.6 Million1.14% of portfolio
-
Old Mission Capital LLC240KShares$15.5 Million0.43% of portfolio
-
Morgan Stanley New York, NY235KShares$15.2 Million0.0% of portfolio
-
Eqis Capital Management, Inc. San Rafael, CA226KShares$14.6 Million1.23% of portfolio