Financial Advisory Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Financial Advisory Partners, LLC
- $299 Billion
- Q1 2025
A detailed history of Financial Advisory Partners, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Financial Advisory Partners, LLC holds 43,095 shares of DES stock, worth $1.28 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
43,095
Previous 46,553
7.43%
Holding current value
$1.28 Million
Previous $1.6 Billion
13.87%
% of portfolio
0.46%
Previous 0.53%
Shares
14 transactions
Others Institutions Holding DES
# of Institutions
362Shares Held
31.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.46MShares$73.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.23MShares$66.4 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$66 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$51.3 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.48MShares$43.9 Million0.05% of portfolio