Householder Group Estate & Retirement Specialist, LLC Wisdomtree Tr Intl Small Cap D Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 13, 2023	BUY	$58.15 - $63.87 $7,559 - $8,303	130 New	130 $8,000
Q3 2022 Oct 11, 2022	BUY	$51.06 - $62.46 $6,637 - $8,119	130 New	130 $6,000

Others Institutions Holding DLS

# of Institutions

215

Shares Held

5.33M

Call Options Held

Put Options Held

Savant Capital, LLC

785K
Shares

$56.5 Million
0.39% of portfolio
Bip Wealth, LLC Atlanta, GA

283K
Shares

$20.4 Million
1.22% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

202K
Shares

$14.6 Million
1.29% of portfolio
Bank Of America Corp Charlotte, NC

197K
Shares

$14.2 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

178K
Shares

$12.8 Million
0.01% of portfolio

View Full List

About WISDOMTREE TR INTL SMALL CAP D

Ticker DLS
Sector ETFs
Industry ETFs

More about DLS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Householder Group Estate & Retirement Specialist, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Householder Group Estate & Retirement Specialist, LLC with notifications on news.

Account