Financial Advisory Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Financial Advisory Partners, LLC
- $301 Billion
- Q3 2024
A detailed history of Financial Advisory Partners, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Financial Advisory Partners, LLC holds 44,295 shares of DES stock, worth $1.59 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
44,295
Previous 42,266
4.8%
Holding current value
$1.59 Million
Previous $1.32 Billion
16.04%
% of portfolio
0.51%
Previous 0.49%
Shares
12 transactions
Others Institutions Holding DES
# of Institutions
351Shares Held
29.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.24MShares$80.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$78.6 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.97MShares$70.5 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$61.6 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.49MShares$53.4 Million0.05% of portfolio