Great Valley Advisor Group, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Great Valley Advisor Group, Inc.

  • $3.84 Billion
  • Q3 2024

A detailed history of Great Valley Advisor Group, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 9,676 shares of DES stock, worth $348,045. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,676
Previous 7,200 34.39%
Holding current value
$348,045
Previous $224,000 48.66%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024
BUY
$30.61 - $34.92 $75,790 - $86,461
2,476 Added 34.39%
9,676 $333,000
Q2 2024

Jul 16, 2024
BUY
$30.34 - $32.53 $218,448 - $234,216
7,200 New
7,200 $224,000

Others Institutions Holding DES

# of Institutions
350
Shares Held
29.3M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

DES Quotes by TradingView
  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
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