Howard Wealth Management, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Howard Wealth Management, LLC
- $171 Million
- Q3 2024
A detailed history of Howard Wealth Management, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Howard Wealth Management, LLC holds 19,255 shares of EES stock, worth $1.04 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
19,255
Previous 19,655
2.04%
Holding current value
$1.04 Million
Previous $926,000
9.61%
% of portfolio
0.59%
Previous 0.73%
Shares
14 transactions
Others Institutions Holding EES
# of Institutions
153Shares Held
7.2MCall Options Held
9.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC890KShares$48 Million0.0% of portfolio
-
Morgan Stanley New York, NY774KShares$41.7 Million0.0% of portfolio
-
Ubs Group Ag745KShares$40.1 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN503KShares$27.1 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL392KShares$21.1 Million0.05% of portfolio