Envestnet Portfolio Solutions, Inc. Wisdomtree U.S. Smallcap Fund Transaction History
Envestnet Portfolio Solutions, Inc.
- $26.1 Billion
- Q2 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 4,682 shares of EES stock, worth $248,005. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,682
Previous 4,406
6.26%
Holding current value
$248,005
Previous $220,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding EES
# of Institutions
149Shares Held
7.31MCall Options Held
9.7KPut Options Held
0-
Morgan Stanley New York, NY815KShares$43.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC802KShares$42.5 Million0.0% of portfolio
-
Ubs Group Ag688KShares$36.5 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN487KShares$25.8 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL389KShares$20.6 Million0.04% of portfolio