Triad Wealth Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Triad Wealth Partners, LLC
- $191 Billion
- Q2 2024
A detailed history of Triad Wealth Partners, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 200 shares of DES stock, worth $6,850. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200Holding current value
$6,850% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DES
# of Institutions
351Shares Held
29.3MCall Options Held
9.1KPut Options Held
0-
Morgan Stanley New York, NY2.2MShares$75.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.15MShares$73.5 Million0.01% of portfolio
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Ubs Group Ag1.83MShares$62.5 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.65MShares$56.3 Million0.03% of portfolio
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Creative Planning Overland Park, KS1.51MShares$51.6 Million0.05% of portfolio