Vestia Personal Wealth Advisors Wisdomtree Tr Intl Small Cap D Transaction History
Vestia Personal Wealth Advisors
- $121 Billion
- Q4 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 3,268 shares of DLS stock, worth $225,492. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,268
Previous 3,272
0.12%
Holding current value
$225,492
Previous $226 Million
8.93%
% of portfolio
0.17%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding DLS
# of Institutions
218Shares Held
5.53MCall Options Held
0Put Options Held
0-
Savant Capital, LLC804KShares$55.5 Million0.41% of portfolio
-
Bip Wealth, LLC Atlanta, GA276KShares$19 Million1.16% of portfolio
-
Bank Of America Corp Charlotte, NC215KShares$14.8 Million0.0% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL202KShares$14 Million1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL179KShares$12.4 Million0.0% of portfolio