Savvy Advisors, Inc. Wisdomtree U.S. Smallcap Fund Transaction History
Savvy Advisors, Inc.
- $815 Million
- Q4 2024
A detailed history of Savvy Advisors, Inc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Savvy Advisors, Inc. holds 5,232 shares of EES stock, worth $260,030. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,232
Previous 5,232
-0.0%
Holding current value
$260,030
Previous $276 Million
99.9%
% of portfolio
0.03%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding EES
# of Institutions
164Shares Held
7.89MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$42.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY776KShares$38.6 Million0.0% of portfolio
-
Ubs Group Ag729KShares$36.2 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH537KShares$26.7 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN499KShares$24.8 Million0.01% of portfolio