Exencial Wealth Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Exencial Wealth Advisors, LLC
- $2.72 Billion
- Q3 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 13,989 shares of DES stock, worth $483,459. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,989
Previous 13,978
0.08%
Holding current value
$483,459
Previous $435,000
10.8%
% of portfolio
0.02%
Previous 0.02%
Shares
9 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