Great Point Wealth Advisors, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Great Point Wealth Advisors, LLC
- $459 Million
- Q3 2024
A detailed history of Great Point Wealth Advisors, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 80,386 shares of DLS stock, worth $5.12 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
80,386
Previous 80,706
0.4%
Holding current value
$5.12 Million
Previous $5.12 Million
8.42%
% of portfolio
1.21%
Previous 1.19%
Shares
18 transactions
Others Institutions Holding DLS
# of Institutions
204Shares Held
5.32MCall Options Held
0Put Options Held
0-
Savant Capital, LLC822KShares$52.3 Million0.48% of portfolio
-
Bip Wealth, LLC Atlanta, GA243KShares$15.4 Million1.14% of portfolio
-
Bank Of America Corp Charlotte, NC205KShares$13 Million0.0% of portfolio
-
Morgan Stanley New York, NY204KShares$13 Million0.0% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL203KShares$12.9 Million1.25% of portfolio