Shakespeare Wealth Management, Inc. Wisdomtree Tr Intl Small Cap D Transaction History
Shakespeare Wealth Management, Inc.
- $369 Million
- Q4 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 13,729 shares of DLS stock, worth $925,746. This represents 0.23% of its overall portfolio holdings.
Number of Shares
13,729
Previous 18,537
25.94%
Holding current value
$925,746
Previous $1.28 Million
32.45%
% of portfolio
0.23%
Previous 0.34%
Shares
29 transactions
Others Institutions Holding DLS
# of Institutions
215Shares Held
5.51MCall Options Held
0Put Options Held
0-
Savant Capital, LLC804KShares$54.2 Million0.41% of portfolio
-
Bip Wealth, LLC Atlanta, GA276KShares$18.6 Million1.16% of portfolio
-
Bank Of America Corp Charlotte, NC215KShares$14.5 Million0.0% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL202KShares$13.6 Million1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL179KShares$12.1 Million0.0% of portfolio