Graves Light Lenhart Wealth, Inc. Wisdomtree U.S. Smallcap Fund Transaction History
Graves Light Lenhart Wealth, Inc.
- $926 Million
- Q4 2025
A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 3,900 shares of EES stock, worth $213,174. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,900
Previous 3,900
-0.0%
Holding current value
$213,174
Previous $218,000
2.29%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding EES
# of Institutions
164Shares Held
7.17MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY761KShares$41.6 Million0.0% of portfolio
-
Ubs Group Ag721KShares$39.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC561KShares$30.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC551KShares$30.1 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN468KShares$25.6 Million0.01% of portfolio