U.S. Capital Wealth Advisors, LLC Wisdomtree U.S. Smallcap Fund Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.65 Billion
- Q3 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 3,807 shares of EES stock, worth $205,197. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,807Holding current value
$205,197% of portfolio
0.01%Shares
2 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
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Morgan Stanley New York, NY774KShares$41.7 Million0.0% of portfolio
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Ubs Group Ag745KShares$40.1 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN503KShares$27.1 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL392KShares$21.1 Million0.05% of portfolio