Montis Financial, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Montis Financial, LLC
- $357 Million
- Q2 2025
A detailed history of Montis Financial, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Montis Financial, LLC holds 3,062 shares of DLS stock, worth $238,437. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,062
Previous 3,115
1.7%
Holding current value
$238,437
Previous $205,000
11.71%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DLS
# of Institutions
219Shares Held
5.2MCall Options Held
0Put Options Held
0-
Savant Capital, LLC763KShares$59.4 Million0.37% of portfolio
-
Bip Wealth, LLC Atlanta, GA275KShares$21.4 Million1.27% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL200KShares$15.6 Million1.28% of portfolio
-
Bank Of America Corp Charlotte, NC197KShares$15.3 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL178KShares$13.9 Million0.01% of portfolio