Eisner Amper Wealth Management Corporate Benefits, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Eisner Amper Wealth Management Corporate Benefits, LLC
- $274 Million
- Q4 2023
A detailed history of Eisner Amper Wealth Management Corporate Benefits, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Eisner Amper Wealth Management Corporate Benefits, LLC holds 284,436 shares of DES stock, worth $9.83 Million. This represents 3.34% of its overall portfolio holdings.
Number of Shares
284,436
Previous 287,741
1.15%
Holding current value
$9.83 Million
Previous $8.11 Million
12.77%
% of portfolio
3.34%
Previous 3.62%
Shares
24 transactions
Others Institutions Holding DES
# of Institutions
351Shares Held
29.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.24MShares$77.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$75.9 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.97MShares$68.1 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$59.5 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.49MShares$51.6 Million0.05% of portfolio