H&H Retirement Design & Management Inc Wisdomtree Tr U.S. Smallcap Di Transaction History
H&H Retirement Design & Management Inc
- $169 Million
- Q3 2024
A detailed history of H&H Retirement Design & Management Inc transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, H&H Retirement Design & Management Inc holds 153,259 shares of DES stock, worth $5.27 Million. This represents 3.13% of its overall portfolio holdings.
Number of Shares
153,259
Previous 146,674
4.49%
Holding current value
$5.27 Million
Previous $4.57 Million
15.7%
% of portfolio
3.13%
Previous 2.89%
Shares
7 transactions
Others Institutions Holding DES
# of Institutions
346Shares Held
29.3MCall Options Held
9.1KPut Options Held
0-
Morgan Stanley New York, NY2.2MShares$75.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.15MShares$73.8 Million0.01% of portfolio
-
Ubs Group Ag1.83MShares$62.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.65MShares$56.6 Million0.03% of portfolio
-
Creative Planning Overland Park, KS1.49MShares$51.3 Million0.05% of portfolio