Global Financial Private Client, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Global Financial Private Client, LLC
- $257 Billion
- Q3 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 $81,405. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,500
Previous 1,500
-0.0%
Holding current value
$81,405
Previous $70.7 Million
11.92%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding EES
# of Institutions
153Shares Held
7.2MCall Options Held
9.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC890KShares$48.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY774KShares$42 Million0.0% of portfolio
-
Ubs Group Ag745KShares$40.4 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN503KShares$27.3 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL392KShares$21.3 Million0.05% of portfolio