Jpl Wealth Management, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Jpl Wealth Management, LLC
- $181 Billion
- Q1 2024
A detailed history of Jpl Wealth Management, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 102,162 shares of DES stock, worth $3.18 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
102,162
Previous 89,101
14.66%
Holding current value
$3.18 Million
Previous $2.87 Billion
16.48%
% of portfolio
1.84%
Previous 2.06%
Shares
2 transactions
Others Institutions Holding DES
# of Institutions
344Shares Held
29.7MCall Options Held
50.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.36MShares$73.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.22MShares$69.2 Million0.01% of portfolio
-
Ubs Group Ag1.93MShares$60.1 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.64MShares$51.2 Million0.03% of portfolio
-
Creative Planning Overland Park, KS1.52MShares$47.3 Million0.06% of portfolio