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 $210,782. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,272
Previous 3,256
0.49%
Holding current value
$210,782
Previous $207 Million
9.38%
% of portfolio
0.21%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding DLS
# of Institutions
200Shares Held
6.22MCall Options Held
0Put Options Held
0-
Savant Capital, LLC822KShares$52.9 Million0.48% of portfolio
-
Bip Wealth, LLC Atlanta, GA243KShares$15.6 Million1.14% of portfolio
-
Old Mission Capital LLC240KShares$15.5 Million0.43% of portfolio
-
Morgan Stanley New York, NY235KShares$15.2 Million0.0% of portfolio
-
Eqis Capital Management, Inc. San Rafael, CA226KShares$14.6 Million1.23% of portfolio