Sweet Financial Partners, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Sweet Financial Partners, LLC
- $420 Million
- Q1 2024
A detailed history of Sweet Financial Partners, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 12,000 shares of EES stock, worth $565,560. This represents 0.14% of its overall portfolio holdings.
Number of Shares
12,000
Previous 12,000
-0.0%
Holding current value
$565,560
Previous $597,000
0.67%
% of portfolio
0.14%
Previous 0.14%
Shares
3 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