Trustcore Financial Services, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Trustcore Financial Services, LLC
- $1.13 Billion
- Q4 2022
A detailed history of Trustcore Financial Services, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Trustcore Financial Services, LLC holds 4,000 shares of EES stock, worth $207,920. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,000
Previous 4,000
-0.0%
Holding current value
$207,920
Previous $157,000
8.28%
% of portfolio
0.02%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding EES
# of Institutions
165Shares Held
7.89MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$44.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY776KShares$40.3 Million0.0% of portfolio
-
Ubs Group Ag729KShares$37.9 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH537KShares$27.9 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN499KShares$26 Million0.01% of portfolio