Bright Futures Wealth Management, Llc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Bright Futures Wealth Management, Llc.

  • $198 Million
  • Q3 2024

A detailed history of Bright Futures Wealth Management, Llc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 8,639 shares of DES stock, worth $298,995. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,639
Previous 8,496 1.68%
Holding current value
$298,995
Previous $264,000 12.5%
% of portfolio
0.15%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$30.61 - $34.92 $4,377 - $4,993
143 Added 1.68%
8,639 $297,000
Q2 2024

Aug 07, 2024
SELL
$30.34 - $32.53 $13,653 - $14,638
-450 Reduced 5.03%
8,496 $264,000
Q1 2024

Jun 28, 2024
BUY
$30.25 - $32.68 $270,616 - $292,355
8,946 New
8,946 $276 Million

Others Institutions Holding DES

# of Institutions
348
Shares Held
29.3M
Call Options Held
9.1K
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

DES Quotes by TradingView
  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
Track This Portfolio

Track Bright Futures Wealth Management, Llc. Portfolio

Follow Bright Futures Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bright Futures Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Bright Futures Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email