Iag Wealth Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Iag Wealth Partners, LLC
- $494 Million
- Q2 2024
A detailed history of Iag Wealth Partners, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 45,609 shares of DES stock, worth $1.54 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
45,609
Previous 46,384
1.67%
Holding current value
$1.54 Million
Previous $1.52 Million
6.27%
% of portfolio
0.29%
Previous 0.33%
Shares
18 transactions
Others Institutions Holding DES
# of Institutions
351Shares Held
29.3MCall Options Held
9.1KPut Options Held
0-
Morgan Stanley New York, NY2.2MShares$74.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.15MShares$72.6 Million0.01% of portfolio
-
Ubs Group Ag1.83MShares$61.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.65MShares$55.7 Million0.03% of portfolio
-
Creative Planning Overland Park, KS1.51MShares$51 Million0.05% of portfolio