Steward Partners Investment Advisory, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Steward Partners Investment Advisory, LLC
- $11 Billion
- Q4 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 60,291 shares of EES stock, worth $3.19 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
60,291
Previous 66,639
9.53%
Holding current value
$3.19 Million
Previous $3.52 Million
7.48%
% of portfolio
0.03%
Previous 0.03%
Shares
25 transactions
Others Institutions Holding EES
# of Institutions
164Shares Held
7.89MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$44.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY776KShares$41.1 Million0.0% of portfolio
-
Ubs Group Ag729KShares$38.6 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH537KShares$28.4 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN499KShares$26.4 Million0.01% of portfolio