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 $216,255. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,900
Previous 3,900 -0.0%
Holding current value
$216,255
Previous $205,000 2.44%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$46.45 - $53.68 $181,155 - $209,352
3,900 New
3,900 $205,000
Q4 2020

Feb 04, 2021
BUY
$30.25 - $39.21 $117,975 - $152,919
3,900 New
3,900 $152,000

Others Institutions Holding EES

# of Institutions
156
Shares Held
7.14M
Call Options Held
9.7K
Put Options Held
0
View Full List

About WISDOMTREE U.S. SMALLCAP FUND

EES Quotes by TradingView
  • Ticker EES
  • Sector ETFs
  • Industry ETFs
More about EES
Track This Portfolio

Track Graves Light Lenhart Wealth, Inc. Portfolio

Follow Graves Light Lenhart Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Graves Light Lenhart Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Graves Light Lenhart Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email