U.S. Capital Wealth Advisors, LLC Wisdomtree U.S. Smallcap Fund Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.65 Billion
- Q3 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 3,807 shares of EES stock, worth $198,649. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,807Holding current value
$198,649% of portfolio
0.01%Shares
2 transactions
Others Institutions Holding EES
# of Institutions
149Shares Held
7.29MCall Options Held
9.7KPut Options Held
0-
Morgan Stanley New York, NY815KShares$42.5 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC802KShares$41.9 Million0.0% of portfolio
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Ubs Group Ag688KShares$35.9 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN487KShares$25.4 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL389KShares$20.3 Million0.04% of portfolio