Global Retirement Partners, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Global Retirement Partners, LLC
- $2.65 Billion
- Q1 2024
A detailed history of Global Retirement Partners, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Global Retirement Partners, LLC holds 134,191 shares of EES stock, worth $6.32 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
134,191
Previous 104,505
28.41%
Holding current value
$6.32 Million
Previous $5.21 Million
29.18%
% of portfolio
0.25%
Previous 0.22%
Shares
23 transactions
Others Institutions Holding EES
# of Institutions
145Shares Held
7.77MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY908KShares$42.8 Million0.0% of portfolio
-
Ubs Group Ag818KShares$38.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC797KShares$37.5 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN523KShares$24.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC521KShares$24.5 Million0.01% of portfolio