Sc&H Financial Advisors, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History
Sc&H Financial Advisors, Inc.
- $401 Million
- Q2 2024
A detailed history of Sc&H Financial Advisors, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 45,561 shares of DES stock, worth $1.56 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
45,561
Previous 45,422
0.31%
Holding current value
$1.56 Million
Previous $1.48 Million
4.38%
% of portfolio
0.35%
Previous 0.39%
Shares
8 transactions
Others Institutions Holding DES
# of Institutions
351Shares Held
29.3MCall Options Held
9.1KPut Options Held
0-
Morgan Stanley New York, NY2.2MShares$75.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.15MShares$73.6 Million0.01% of portfolio
-
Ubs Group Ag1.83MShares$62.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.65MShares$56.4 Million0.03% of portfolio
-
Creative Planning Overland Park, KS1.51MShares$51.6 Million0.05% of portfolio