Strategic Financial Concepts, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Strategic Financial Concepts, LLC
- $172 Billion
- Q2 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 294,702 shares of DES stock, worth $10.9 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
294,702
Previous 8,894
3213.49%
Holding current value
$10.9 Million
Previous $291 Million
97.09%
% of portfolio
0.0%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding DES
# of Institutions
349Shares Held
29.3MCall Options Held
9.1KPut Options Held
0-
Morgan Stanley New York, NY2.2MShares$81.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$81 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.15MShares$79.2 Million0.01% of portfolio
-
Ubs Group Ag1.83MShares$67.4 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.49MShares$55.1 Million0.05% of portfolio