Founders Grove Wealth Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Founders Grove Wealth Partners, LLC
- $445 Billion
- Q4 2025
A detailed history of Founders Grove Wealth Partners, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Founders Grove Wealth Partners, LLC holds 62,748 shares of DES stock, worth $2.06 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
62,748
Previous 62,748
-0.0%
Holding current value
$2.06 Million
Previous $2.11 Billion
0.68%
% of portfolio
0.47%
Previous 0.5%
Shares
4 transactions
Others Institutions Holding DES
# of Institutions
383Shares Held
30.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.63MShares$86.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.42MShares$79.3 Million0.01% of portfolio
-
Ubs Group Ag1.63MShares$53.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.61MShares$52.8 Million0.02% of portfolio
-
Creative Planning Overland Park, KS1.4MShares$46 Million0.04% of portfolio