Sc&H Financial Advisors, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History
Sc&H Financial Advisors, Inc.
- $461 Million
- Q4 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 40,938 shares of DES stock, worth $1.42 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
40,938
Previous 45,675
10.37%
Holding current value
$1.42 Million
Previous $1.58 Million
10.73%
% of portfolio
0.31%
Previous 0.35%
Shares
10 transactions
Others Institutions Holding DES
# of Institutions
352Shares Held
29.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.24MShares$77.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$75.9 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.97MShares$68.1 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$59.5 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.49MShares$51.6 Million0.05% of portfolio