Financial Planning & Information Services, Inc. Wisdomtree Tr Europe Smallcap Transaction History
Financial Planning & Information Services, Inc.
- $725 Million
- Q3 2024
A detailed history of Financial Planning & Information Services, Inc. transactions in Wisdomtree Tr Europe Smallcap stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 12,144 shares of DFE stock, worth $683,100. This represents 0.11% of its overall portfolio holdings.
Number of Shares
12,144
Previous 11,933
1.77%
Holding current value
$683,100
Previous $710,000
8.59%
% of portfolio
0.11%
Previous 0.11%
Shares
26 transactions
Others Institutions Holding DFE
# of Institutions
59Shares Held
701KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY147KShares$8.27 Million0.0% of portfolio
-
Courier Capital LLC116KShares$6.52 Million0.51% of portfolio
-
Ubs Group Ag51.9KShares$2.92 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC41KShares$2.31 Million0.0% of portfolio
-
Vontobel Holding Ltd.35.3KShares$1.99 Million0.01% of portfolio