Larson Financial Group LLC Wisdomtree U.S. Smallcap Fund Transaction History
Larson Financial Group LLC
- $1.92 Billion
- Q4 2024
A detailed history of Larson Financial Group LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Larson Financial Group LLC holds 16,707 shares of EES stock, worth $868,429. This represents 0.05% of its overall portfolio holdings.
Number of Shares
16,707
Previous 16,747
0.24%
Holding current value
$868,429
Previous $883,000
2.04%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding EES
# of Institutions
165Shares Held
7.89MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$44.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY776KShares$40.3 Million0.0% of portfolio
-
Ubs Group Ag729KShares$37.9 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH537KShares$27.9 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN499KShares$26 Million0.01% of portfolio