Wilson & Boucher Capital Management, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Wilson & Boucher Capital Management, LLC
- $141 Billion
- Q4 2024
A detailed history of Wilson & Boucher Capital Management, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Wilson & Boucher Capital Management, LLC holds 5,400 shares of EES stock, worth $268,380. This represents 0.21% of its overall portfolio holdings.
Number of Shares
5,400
Previous 5,400
-0.0%
Holding current value
$268,380
Previous $285 Million
2.26%
% of portfolio
0.21%
Previous 0.2%
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