Rockingstone Advisors LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Rockingstone Advisors LLC
- $204 Billion
- Q3 2024
A detailed history of Rockingstone Advisors LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Rockingstone Advisors LLC holds 7,565 shares of DES stock, worth $255,923. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,565
Previous 7,000
8.07%
Holding current value
$255,923
Previous $218 Million
19.66%
% of portfolio
0.13%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding DES
# of Institutions
347Shares Held
29.3MCall Options Held
9.1KPut Options Held
0-
Morgan Stanley New York, NY2.2MShares$74.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.15MShares$72.6 Million0.01% of portfolio
-
Ubs Group Ag1.83MShares$61.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.65MShares$55.7 Million0.03% of portfolio
-
Creative Planning Overland Park, KS1.49MShares$50.5 Million0.05% of portfolio