Harbor Asset Planning, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History
Harbor Asset Planning, Inc.
- $112 Billion
- Q3 2025
A detailed history of Harbor Asset Planning, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Harbor Asset Planning, Inc. holds 548 shares of DES stock, worth $17,952. This represents 0.02% of its overall portfolio holdings.
Number of Shares
548
Previous 548
-0.0%
Holding current value
$17,952
Previous $17.4 Million
6.05%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DES
# of Institutions
382Shares 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