Envision Financial LLC Wisdomtree U.S. Smallcap Fund Transaction History
Envision Financial LLC
- $125 Billion
- Q4 2024
A detailed history of Envision Financial LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Envision Financial LLC holds 5,623 shares of EES stock, worth $280,362. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,623Holding current value
$280,362% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding EES
# of Institutions
164Shares Held
7.89MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$42.3 Million0.0% of portfolio
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Morgan Stanley New York, NY776KShares$38.7 Million0.0% of portfolio
-
Ubs Group Ag729KShares$36.3 Million0.01% of portfolio
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Essential Planning, Llc. Portsmouth, NH537KShares$26.8 Million0.19% of portfolio
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Ameriprise Financial Inc Minneapolis, MN499KShares$24.9 Million0.01% of portfolio