Principle Wealth Partners LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Principle Wealth Partners LLC
- $1.33 Billion
- Q3 2024
A detailed history of Principle Wealth Partners LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Principle Wealth Partners LLC holds 17,170 shares of DES stock, worth $590,476. This represents 0.04% of its overall portfolio holdings.
Number of Shares
17,170
Previous 17,245
0.43%
Holding current value
$590,476
Previous $537,000
10.24%
% of portfolio
0.04%
Previous 0.04%
Shares
11 transactions
Others Institutions Holding DES
# of Institutions
351Shares Held
29.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.24MShares$77.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$75.5 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.97MShares$67.8 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$59.2 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.49MShares$51.3 Million0.05% of portfolio