Ruedi Wealth Management, Inc. Wisdomtree U.S. Smallcap Fund Transaction History
Ruedi Wealth Management, Inc.
- $254 Billion
- Q2 2024
A detailed history of Ruedi Wealth Management, Inc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 163 shares of EES stock, worth $8,537. This represents 0.0% of its overall portfolio holdings.
Number of Shares
163
Previous 163
-0.0%
Holding current value
$8,537
Previous $8.17 Million
5.97%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding EES
# of Institutions
148Shares Held
7.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY815KShares$42.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC802KShares$42 Million0.0% of portfolio
-
Ubs Group Ag688KShares$36 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN487KShares$25.5 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL389KShares$20.4 Million0.04% of portfolio