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 $306,678. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,623Holding current value
$306,678% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding EES
# of Institutions
154Shares Held
7.2MCall Options Held
9.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC890KShares$48.5 Million0.0% of portfolio
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Morgan Stanley New York, NY774KShares$42.2 Million0.0% of portfolio
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Ubs Group Ag745KShares$40.6 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN503KShares$27.4 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL392KShares$21.4 Million0.05% of portfolio