Kestra Advisory Services, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Kestra Advisory Services, LLC
- $14.4 Billion
- Q1 2024
A detailed history of Kestra Advisory Services, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 308,531 shares of DES stock, worth $9.61 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
308,531
Previous 310,918
0.77%
Holding current value
$9.61 Million
Previous $10 Million
0.8%
% of portfolio
0.07%
Previous 0.08%
Shares
15 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