Patriot Financial Group Insurance Agency, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Patriot Financial Group Insurance Agency, LLC
- $720 Million
- Q3 2024
A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 4,668 shares of EES stock, worth $251,605. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,668
Previous 7,390
36.83%
Holding current value
$251,605
Previous $348,000
29.31%
% of portfolio
0.03%
Previous 0.05%
Shares
30 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