Betterment LLC Wisdomtree U.S. Smallcap Fund Transaction History
Betterment LLC
- $41.6 Billion
- Q3 2024
A detailed history of Betterment LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Betterment LLC holds 7,912 shares of EES stock, worth $426,456. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,912
Previous 8,015
1.29%
Holding current value
$426,456
Previous $378,000
10.32%
% of portfolio
0.0%
Previous 0.0%
Shares
10 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