Steward Partners Investment Advisory, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Steward Partners Investment Advisory, LLC
- $8.95 Billion
- Q1 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 34,622 shares of DES stock, worth $1.08 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
34,622
Previous 22,982
50.65%
Holding current value
$1.08 Million
Previous $739,000
53.04%
% of portfolio
0.01%
Previous 0.01%
Shares
27 transactions
Others Institutions Holding DES
# of Institutions
344Shares Held
29.7MCall Options Held
50.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.36MShares$73.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.22MShares$69.2 Million0.01% of portfolio
-
Ubs Group Ag1.93MShares$60.1 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.64MShares$51.2 Million0.03% of portfolio
-
Creative Planning Overland Park, KS1.52MShares$47.3 Million0.06% of portfolio