Great Point Wealth Advisors, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Great Point Wealth Advisors, LLC
- $450 Million
- Q4 2024
A detailed history of Great Point Wealth Advisors, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 79,859 shares of DLS stock, worth $5.39 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
79,859
Previous 80,386
0.66%
Holding current value
$5.39 Million
Previous $5.55 Million
9.42%
% of portfolio
1.12%
Previous 1.21%
Shares
19 transactions
Others Institutions Holding DLS
# of Institutions
215Shares Held
5.51MCall Options Held
0Put Options Held
0-
Savant Capital, LLC804KShares$54.3 Million0.41% of portfolio
-
Bip Wealth, LLC Atlanta, GA276KShares$18.6 Million1.16% of portfolio
-
Bank Of America Corp Charlotte, NC215KShares$14.5 Million0.0% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL202KShares$13.7 Million1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL179KShares$12.1 Million0.0% of portfolio