Provence Wealth Management Group Wisdomtree Tr U.S. Smallcap Di Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
A detailed history of Provence Wealth Management Group transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Provence Wealth Management Group holds 1,800 shares of DES stock, worth $60,768. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,800
Previous 1,800
-0.0%
Holding current value
$60,768
Previous $50,000
14.0%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DES
# of Institutions
360Shares Held
31.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.46MShares$82.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.23MShares$75.3 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$74.9 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$58.2 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.48MShares$49.8 Million0.05% of portfolio