Vestia Personal Wealth Advisors Wisdomtree Tr Intl Small Cap D Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 3,272 shares of DLS stock, worth $209,146. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,272
Previous 3,256
0.49%
Holding current value
$209,146
Previous $207 Million
9.38%
% of portfolio
0.21%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding DLS
# of Institutions
203Shares Held
5.32MCall Options Held
0Put Options Held
0-
Savant Capital, LLC822KShares$52.5 Million0.48% of portfolio
-
Bip Wealth, LLC Atlanta, GA243KShares$15.5 Million1.14% of portfolio
-
Bank Of America Corp Charlotte, NC205KShares$13.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY204KShares$13 Million0.0% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL203KShares$12.9 Million1.25% of portfolio