Global Financial Private Client, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Global Financial Private Client, LLC
- $267 Billion
- Q4 2024
A detailed history of Global Financial Private Client, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Global Financial Private Client, LLC holds 1,500 shares of EES stock, worth $73,380. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,500
Previous 1,500
-0.0%
Holding current value
$73,380
Previous $79.1 Million
2.26%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding EES
# of Institutions
164Shares Held
7.89MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$41.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY776KShares$38 Million0.0% of portfolio
-
Ubs Group Ag729KShares$35.7 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH537KShares$26.3 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN499KShares$24.4 Million0.01% of portfolio