Halbert Hargrove Global Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Halbert Hargrove Global Advisors, LLC
- $1.81 Billion
- Q3 2024
A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 36,205 shares of DES stock, worth $1.25 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
36,205
Previous 36,087
0.33%
Holding current value
$1.25 Million
Previous $1.12 Million
11.03%
% of portfolio
0.07%
Previous 0.07%
Shares
22 transactions
Others Institutions Holding DES
# of Institutions
351Shares Held
29.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.24MShares$77.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$75.9 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.97MShares$68.1 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$59.5 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.49MShares$51.6 Million0.05% of portfolio