Assetmark, Inc Wisdomtree Tr U.S. Smallcap Di Transaction History
Assetmark, Inc
- $36.4 Billion
- Q4 2024
A detailed history of Assetmark, Inc transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Assetmark, Inc holds 227,790 shares of DES stock, worth $6.73 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
227,790
Previous 229,427
0.71%
Holding current value
$6.73 Million
Previous $7.91 Million
1.11%
% of portfolio
0.02%
Previous 0.02%
Shares
37 transactions
Others Institutions Holding DES
# of Institutions
361Shares Held
31.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.46MShares$72.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.23MShares$65.9 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$65.6 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$50.9 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.48MShares$43.6 Million0.05% of portfolio