Holos Integrated Wealth LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Holos Integrated Wealth LLC
- $166 Billion
- Q2 2025
A detailed history of Holos Integrated Wealth LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 810 shares of DES stock, worth $27,386. This represents 0.02% of its overall portfolio holdings.
Number of Shares
810
Previous 810
-0.0%
Holding current value
$27,386
Previous $25.9 Million
0.13%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DES
# of Institutions
378Shares Held
31.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.57MShares$87.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.3MShares$77.8 Million0.01% of portfolio
-
Ubs Group Ag1.73MShares$58.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.65MShares$55.8 Million0.02% of portfolio
-
Creative Planning Overland Park, KS1.44MShares$48.7 Million0.04% of portfolio