Mc Namara Financial Services, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History
Mc Namara Financial Services, Inc.
- $423 Million
- Q4 2024
A detailed history of Mc Namara Financial Services, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Mc Namara Financial Services, Inc. holds 9,057 shares of DES stock, worth $313,100. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,057
Previous 12,010
24.59%
Holding current value
$313,100
Previous $414,000
24.88%
% of portfolio
0.07%
Previous 0.08%
Shares
15 transactions
Others Institutions Holding DES
# of Institutions
354Shares Held
29.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.24MShares$77.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$75.9 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.97MShares$68.1 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$59.5 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.49MShares$51.6 Million0.05% of portfolio