Financial Advisory Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Financial Advisory Partners, LLC
- $259 Billion
- Q1 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 43,384 shares of DES stock, worth $1.35 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
43,384
Previous 75,657
42.66%
Holding current value
$1.35 Million
Previous $2.43 Billion
41.75%
% of portfolio
0.55%
Previous 0.88%
Shares
10 transactions
Others Institutions Holding DES
# of Institutions
345Shares Held
29.8MCall Options Held
50.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.36MShares$73.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.22MShares$68.9 Million0.01% of portfolio
-
Ubs Group Ag1.93MShares$59.8 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.64MShares$50.9 Million0.03% of portfolio
-
Creative Planning Overland Park, KS1.52MShares$47.1 Million0.06% of portfolio