Avantax Advisory Services, Inc. Wisdomtree U.S. Smallcap Fund Transaction History
Avantax Advisory Services, Inc.
- $14.9 Billion
- Q3 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 46,115 shares of EES stock, worth $2.49 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
46,115
Previous 46,865
1.6%
Holding current value
$2.49 Million
Previous $2.21 Million
10.14%
% of portfolio
0.02%
Previous 0.02%
Shares
20 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