Institutional & Family Asset Management, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Institutional & Family Asset Management, LLC
- $846 Million
- Q2 2024
A detailed history of Institutional & Family Asset Management, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 109 shares of DLS stock, worth $6,670. This represents 0.0% of its overall portfolio holdings.
Number of Shares
109
Previous 109
-0.0%
Holding current value
$6,670
Previous $7,000
14.29%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DLS
# of Institutions
204Shares Held
5.32MCall Options Held
0Put Options Held
0-
Savant Capital, LLC822KShares$50.3 Million0.48% of portfolio
-
Bip Wealth, LLC Atlanta, GA243KShares$14.8 Million1.14% of portfolio
-
Bank Of America Corp Charlotte, NC205KShares$12.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY204KShares$12.5 Million0.0% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL203KShares$12.4 Million1.25% of portfolio