Wealth Shield Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Wealth Shield Partners, LLC
- $600 Million
- Q1 2024
A detailed history of Wealth Shield Partners, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 20,995 shares of DES stock, worth $650,845. This represents 0.11% of its overall portfolio holdings.
Number of Shares
20,995
Previous 23,013
8.77%
Holding current value
$650,845
Previous $740,000
7.3%
% of portfolio
0.11%
Previous 0.13%
Shares
17 transactions
Others Institutions Holding DES
# of Institutions
344Shares Held
29.7MCall Options Held
50.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.36MShares$73.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.22MShares$68.9 Million0.01% of portfolio
-
Ubs Group Ag1.93MShares$59.8 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.64MShares$50.9 Million0.03% of portfolio
-
Creative Planning Overland Park, KS1.52MShares$47 Million0.06% of portfolio