Axis Wealth Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Axis Wealth Partners, LLC

  • $119 Billion
  • Q4 2024

A detailed history of Axis Wealth Partners, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 6,719 shares of DES stock, worth $230,125. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,719
Holding current value
$230,125
% of portfolio
0.19%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$33.7 - $37.69 $226,430 - $253,239
6,719 New
6,719 $231 Million

Others Institutions Holding DES

# of Institutions
354
Shares Held
30.9M
Call Options Held
0
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 Axis Wealth Partners, LLC Portfolio

Follow Axis Wealth Partners, 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 Axis Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axis Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email