Wrenne Financial Planning LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Wrenne Financial Planning LLC
- $168 Billion
- Q3 2024
A detailed history of Wrenne Financial Planning LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Wrenne Financial Planning LLC holds 6,505 shares of DES stock, worth $242,376. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,505
Previous 6,505
-0.0%
Holding current value
$242,376
Previous $203 Million
10.72%
% of portfolio
0.13%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding DES
# of Institutions
351Shares Held
29.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.24MShares$83.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$81.8 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.97MShares$73.4 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$64.1 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.49MShares$55.6 Million0.05% of portfolio