Precedent Wealth Partners, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 11,427 shares of EES stock, worth $615,915. This represents 0.2% of its overall portfolio holdings.
Number of Shares
11,427
Previous 13,766
16.99%
Holding current value
$615,915
Previous $649 Million
7.09%
% of portfolio
0.2%
Previous 0.26%
Shares
4 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