Gps Wealth Strategies Group, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Gps Wealth Strategies Group, LLC

$726 Million
Q3 2024

A detailed history of Gps Wealth Strategies Group, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 5,064 shares of DES stock, worth $181,291. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,064

Previous 5,015 0.98%

Holding current value

$181,291

Previous $156,000 11.54%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$30.61 - $34.92 $1,499 - $1,711	49 Added 0.98%	5,064 $174,000
Q2 2024 Jul 16, 2024	BUY	$30.34 - $32.53 $13,015 - $13,955	429 Added 9.35%	5,015 $156,000
Q1 2024 Apr 30, 2024	SELL	$30.25 - $32.68 $5,172 - $5,588	-171 Reduced 3.59%	4,586 $149,000
Q4 2023 Jan 12, 2024	SELL	$26.55 - $32.72 $4,832 - $5,955	-182 Reduced 3.68%	4,757 $153,000
Q3 2023 Oct 25, 2023	BUY	$27.79 - $30.65 $3,223 - $3,555	116 Added 2.41%	4,939 $139,000
Q2 2023 Jul 17, 2023	BUY	$26.6 - $29.16 $31,787 - $34,846	1,195 Added 32.94%	4,823 $138,000
Q1 2023 Apr 17, 2023	BUY	$27.3 - $32.13 $99,044 - $116,567	3,628 New	3,628 $103,000

Others Institutions Holding DES

# of Institutions

351

Shares Held

29.3M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
Sector ETFs
Industry ETFs

More about DES

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gps Wealth Strategies Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gps Wealth Strategies Group, LLC with notifications on news.

Account

Gps Wealth Strategies Group, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History