Steward Partners Investment Advisory, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Steward Partners Investment Advisory, LLC
- $8.95 Billion
- Q1 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 86,064 shares of EES stock, worth $4.06 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
86,064
Previous 39,014
120.6%
Holding current value
$4.06 Million
Previous $1.94 Million
121.98%
% of portfolio
0.05%
Previous 0.03%
Shares
22 transactions
Others Institutions Holding EES
# of Institutions
145Shares Held
7.77MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY908KShares$42.8 Million0.0% of portfolio
-
Ubs Group Ag818KShares$38.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC797KShares$37.5 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN523KShares$24.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC521KShares$24.5 Million0.01% of portfolio