Steward Partners Investment Advisory, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 120 shares of DLS stock, worth $7,578. This represents 0.0% of its overall portfolio holdings.
Number of Shares
120
Previous 120
-0.0%
Holding current value
$7,578
Previous $7,000
14.29%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding DLS
# of Institutions
204Shares Held
5.32MCall Options Held
0Put Options Held
0-
Savant Capital, LLC822KShares$51.9 Million0.48% of portfolio
-
Bip Wealth, LLC Atlanta, GA243KShares$15.3 Million1.14% of portfolio
-
Bank Of America Corp Charlotte, NC205KShares$12.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY204KShares$12.9 Million0.0% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL203KShares$12.8 Million1.25% of portfolio