Howard Wealth Management, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Howard Wealth Management, LLC
- $184 Million
- Q4 2024
A detailed history of Howard Wealth Management, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Howard Wealth Management, LLC holds 19,255 shares of EES stock, worth $958,706. This represents 0.56% of its overall portfolio holdings.
Number of Shares
19,255
Previous 19,255
-0.0%
Holding current value
$958,706
Previous $1.02 Million
2.27%
% of portfolio
0.56%
Previous 0.59%
Shares
14 transactions
Others Institutions Holding EES
# of Institutions
164Shares Held
7.89MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$42.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY776KShares$38.6 Million0.0% of portfolio
-
Ubs Group Ag729KShares$36.3 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH537KShares$26.7 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN499KShares$24.9 Million0.01% of portfolio