Harbor Investment Advisory, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Harbor Investment Advisory, LLC
- $1.31 Billion
- Q2 2025
A detailed history of Harbor Investment Advisory, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 34,022 shares of DES stock, worth $1.12 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
34,022
Previous 33,542
1.43%
Holding current value
$1.12 Million
Previous $1.07 Million
1.12%
% of portfolio
0.08%
Previous 0.09%
Shares
19 transactions
Others Institutions Holding DES
# of Institutions
369Shares Held
30.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.42MShares$79.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.9MShares$62.2 Million0.0% of portfolio
-
Ubs Group Ag1.73MShares$56.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.61MShares$52.9 Million0.02% of portfolio
-
Creative Planning Overland Park, KS1.45MShares$47.4 Million0.04% of portfolio