Total Wealth Planning, LLC Wisdomtree Tr Intl Small Cap D Transaction History
Total Wealth Planning, LLC
- $605 Million
- Q3 2024
A detailed history of Total Wealth Planning, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Total Wealth Planning, LLC holds 4,103 shares of DLS stock, worth $261,279. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,103
Previous 4,103
-0.0%
Holding current value
$261,279
Previous $260,000
8.85%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding DLS
# of Institutions
204Shares Held
5.32MCall Options Held
0Put Options Held
0-
Savant Capital, LLC822KShares$52.3 Million0.48% of portfolio
-
Bip Wealth, LLC Atlanta, GA243KShares$15.4 Million1.14% of portfolio
-
Bank Of America Corp Charlotte, NC205KShares$13 Million0.0% of portfolio
-
Morgan Stanley New York, NY204KShares$13 Million0.0% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL203KShares$12.9 Million1.25% of portfolio