Wealth Enhancement Advisory Services, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Wealth Enhancement Advisory Services, LLC
- $46.2 Billion
- Q4 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 6,411 shares of EES stock, worth $323,883. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,411
Previous 6,411
-0.0%
Holding current value
$323,883
Previous $338,000
2.07%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding EES
# of Institutions
165Shares Held
7.89MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$42.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY776KShares$39.2 Million0.0% of portfolio
-
Ubs Group Ag729KShares$36.8 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH537KShares$27.1 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN499KShares$25.2 Million0.01% of portfolio