Graves Light Lenhart Wealth, Inc. Wisdomtree U.S. Smallcap Fund Transaction History
Graves Light Lenhart Wealth, Inc.
- $801 Million
- Q4 2024
A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 3,900 shares of EES stock, worth $197,028. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,900
Previous 3,900
-0.0%
Holding current value
$197,028
Previous $205,000
2.44%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding EES
# of Institutions
165Shares Held
7.89MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$42.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY776KShares$39.2 Million0.0% of portfolio
-
Ubs Group Ag729KShares$36.8 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH537KShares$27.1 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN499KShares$25.2 Million0.01% of portfolio