Private Wealth Strategies, L.L.C. Wisdomtree U.S. Smallcap Fund Transaction History
Private Wealth Strategies, L.L.C.
- $490 Million
- Q2 2024
Shares
3 transactions
Others Institutions Holding EES
# of Institutions
160Shares Held
7.09MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY761KShares$41.6 Million0.0% of portfolio
-
Ubs Group Ag731KShares$40 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC561KShares$30.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC551KShares$30.1 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN468KShares$25.6 Million0.01% of portfolio