Sc&H Financial Advisors, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History
Sc&H Financial Advisors, Inc.
- $447 Million
- Q3 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 45,675 shares of DES stock, worth $1.64 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
45,675
Previous 45,561
0.25%
Holding current value
$1.64 Million
Previous $1.42 Million
10.99%
% of portfolio
0.35%
Previous 0.35%
Shares
9 transactions
Others Institutions Holding DES
# of Institutions
350Shares Held
29.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.24MShares$80.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$79 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.97MShares$70.9 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$61.9 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.49MShares$53.7 Million0.05% of portfolio