Frazier Financial Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Frazier Financial Advisors, LLC
- $129 Billion
- Q3 2024
A detailed history of Frazier Financial Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Frazier Financial Advisors, LLC holds 117,825 shares of DES stock, worth $4.07 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
117,825
Previous 123,371
4.5%
Holding current value
$4.07 Million
Previous $3.84 Billion
5.74%
% of portfolio
3.16%
Previous 3.05%
Shares
4 transactions
Others Institutions Holding DES
# of Institutions
351Shares Held
29.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.24MShares$77.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$75.9 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.97MShares$68.1 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$59.5 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.49MShares$51.6 Million0.05% of portfolio