Amplius Wealth Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History

Amplius Wealth Advisors, LLC

  • $851 Million
  • Q4 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 5,586 shares of DTD stock, worth $437,886. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,586
Previous 5,586 -0.0%
Holding current value
$437,886
Previous $428,000 1.17%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
SELL
$67.07 - $71.45 $107,311 - $114,320
-1,600 Reduced 22.27%
5,586 $395,000
Q4 2023

Jan 10, 2024
SELL
$57.51 - $65.5 $7,476 - $8,515
-130 Reduced 1.78%
7,186 $469,000
Q3 2023

Oct 17, 2023
SELL
$60.13 - $64.29 $30,065 - $32,145
-500 Reduced 6.4%
7,316 $440,000
Q3 2022

Nov 10, 2022
BUY
$54.26 - $63.28 $7,053 - $8,226
130 Added 1.69%
7,816 $424,000
Q2 2022

Jul 21, 2022
SELL
$56.16 - $65.68 $191,280 - $223,706
-3,406 Reduced 30.71%
7,686 $445,000
Q4 2021

Jan 28, 2022
BUY
$59.03 - $64.77 $654,760 - $718,428
11,092 New
11,092 $718,000

Others Institutions Holding DTD

# of Institutions
196
Shares Held
8.63M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S TOTAL DIVIDE

DTD Quotes by TradingView
  • Ticker DTD
  • Sector ETFs
  • Industry ETFs
More about DTD
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