Northwest Financial Advisors Wisdomtree Tr Intl Small Cap D Transaction History
Northwest Financial Advisors
- $136 Billion
- Q1 2024
A detailed history of Northwest Financial Advisors transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Northwest Financial Advisors holds 94 shares of DLS stock, worth $5,975. This represents 0.0% of its overall portfolio holdings.
Number of Shares
94
Previous 94
-0.0%
Holding current value
$5,975
Previous $6 Million
2.15%
% of portfolio
0.0%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DLS
# of Institutions
215Shares Held
6.67MCall Options Held
0Put Options Held
0-
Savant Capital, LLC881KShares$56 Million0.66% of portfolio
-
Bank Of America Corp Charlotte, NC413KShares$26.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY286KShares$18.2 Million0.0% of portfolio
-
Shakespeare Wealth Management, Inc. Pewaukee, WI249KShares$15.8 Million4.69% of portfolio
-
Eqis Capital Management, Inc. San Rafael, CA225KShares$14.3 Million1.23% of portfolio