Investment Partners Asset Management, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History
Investment Partners Asset Management, Inc.
- $152 Billion
- Q3 2025
A detailed history of Investment Partners Asset Management, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Investment Partners Asset Management, Inc. holds 18,835 shares of DES stock, worth $617,034. This represents 0.42% of its overall portfolio holdings.
Number of Shares
18,835
Previous 17,213
9.42%
Holding current value
$617,034
Previous $547 Million
16.04%
% of portfolio
0.42%
Previous 0.38%
Shares
8 transactions
Others Institutions Holding DES
# of Institutions
384Shares Held
30.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.63MShares$86.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.42MShares$79.3 Million0.01% of portfolio
-
Ubs Group Ag1.63MShares$53.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.61MShares$52.8 Million0.02% of portfolio
-
Creative Planning Overland Park, KS1.4MShares$46 Million0.04% of portfolio