Morton Brown Family Wealth, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Morton Brown Family Wealth, LLC
- $287 Million
- Q4 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 1,820 shares of DLS stock, worth $122,904. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,820
Previous 1,820
-0.0%
Holding current value
$122,904
Previous $125,000
8.8%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding DLS
# of Institutions
215Shares Held
5.51MCall Options Held
0Put Options Held
0-
Savant Capital, LLC804KShares$54.3 Million0.41% of portfolio
-
Bip Wealth, LLC Atlanta, GA276KShares$18.6 Million1.16% of portfolio
-
Bank Of America Corp Charlotte, NC215KShares$14.5 Million0.0% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL202KShares$13.7 Million1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL179KShares$12.1 Million0.0% of portfolio