Investment Partners Asset Management, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History
Investment Partners Asset Management, Inc.
- $122 Billion
- Q3 2024
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 15,947 shares of DES stock, worth $570,902. This represents 0.45% of its overall portfolio holdings.
Number of Shares
15,947
Previous 17,319
7.92%
Holding current value
$570,902
Previous $539 Million
1.95%
% of portfolio
0.45%
Previous 0.48%
Shares
4 transactions
Others Institutions Holding DES
# of Institutions
351Shares Held
29.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.24MShares$80.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$78.6 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.97MShares$70.5 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$61.6 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.49MShares$53.4 Million0.05% of portfolio