Founders Grove Wealth Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Founders Grove Wealth Partners, LLC
- $359 Billion
- Q1 2025
A detailed history of Founders Grove Wealth Partners, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Founders Grove Wealth Partners, LLC holds 68,130 shares of DES stock, worth $2.06 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
68,130
Previous 68,230
0.15%
Holding current value
$2.06 Million
Previous $2.34 Billion
7.09%
% of portfolio
0.61%
Previous 0.68%
Shares
2 transactions
Others Institutions Holding DES
# of Institutions
365Shares Held
31.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.46MShares$74.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.23MShares$67.4 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$67 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$52 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.48MShares$44.6 Million0.05% of portfolio