Shakespeare Wealth Management, Inc. Wisdomtree Tr Intl Small Cap D Transaction History
Shakespeare Wealth Management, Inc.
- $379 Million
- Q3 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 18,537 shares of DLS stock, worth $1.17 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
18,537
Previous 210,617
91.2%
Holding current value
$1.17 Million
Previous $13.4 Million
90.43%
% of portfolio
0.34%
Previous 3.88%
Shares
28 transactions
Others Institutions Holding DLS
# of Institutions
204Shares Held
5.32MCall Options Held
0Put Options Held
0-
Savant Capital, LLC822KShares$51.9 Million0.48% of portfolio
-
Bip Wealth, LLC Atlanta, GA243KShares$15.3 Million1.14% of portfolio
-
Bank Of America Corp Charlotte, NC205KShares$12.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY204KShares$12.9 Million0.0% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL203KShares$12.8 Million1.25% of portfolio