Ruedi Wealth Management, Inc. Wisdomtree U.S. Smallcap Fund Transaction History
Ruedi Wealth Management, Inc.
- $317 Billion
- Q4 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 $8,026. This represents 0.0% of its overall portfolio holdings.
Number of Shares
163
Previous 163
-0.0%
Holding current value
$8,026
Previous $8.6 Million
2.26%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding EES
# of Institutions
165Shares Held
7.89MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$41.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY776KShares$38.2 Million0.0% of portfolio
-
Ubs Group Ag729KShares$35.9 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH537KShares$26.4 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN499KShares$24.6 Million0.01% of portfolio