Marshall & Sterling Wealth Advisors Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $147 Billion
- Q1 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 310 shares of DES stock, worth $9,659. This represents 0.01% of its overall portfolio holdings.
Number of Shares
310Holding current value
$9,659% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DES
# of Institutions
368Shares Held
30.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.42MShares$75.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.9MShares$59.1 Million0.0% of portfolio
-
Ubs Group Ag1.73MShares$54 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.61MShares$50.3 Million0.02% of portfolio
-
Creative Planning Overland Park, KS1.45MShares$45 Million0.04% of portfolio