Wilson & Boucher Capital Management, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Wilson & Boucher Capital Management, LLC
- $145 Billion
- Q3 2024
A detailed history of Wilson & Boucher Capital Management, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Wilson & Boucher Capital Management, LLC holds 5,400 shares of EES stock, worth $291,060. This represents 0.2% of its overall portfolio holdings.
Number of Shares
5,400
Previous 5,400
-0.0%
Holding current value
$291,060
Previous $255 Million
11.92%
% of portfolio
0.2%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding EES
# of Institutions
153Shares Held
7.2MCall Options Held
9.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC890KShares$48 Million0.0% of portfolio
-
Morgan Stanley New York, NY774KShares$41.7 Million0.0% of portfolio
-
Ubs Group Ag745KShares$40.1 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN503KShares$27.1 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL392KShares$21.1 Million0.05% of portfolio