Private Ocean, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Private Ocean, LLC
- $1.08 Billion
- Q2 2024
A detailed history of Private Ocean, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Private Ocean, LLC holds 1,626 shares of DES stock, worth $58,487. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,626
Previous 1,626
-0.0%
Holding current value
$58,487
Previous $53,000
5.66%
% of portfolio
0.0%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DES
# of Institutions
349Shares Held
29.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.24MShares$80.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$79 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.97MShares$70.9 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$61.9 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.49MShares$53.7 Million0.05% of portfolio