Aptus Capital Advisors, LLC Wisdomtree Tr Transaction History
Aptus Capital Advisors, LLC
- $6.27 Billion
- Q3 2024
A detailed history of Aptus Capital Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 1,650 shares of DWM stock, worth $90,255. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,650
Previous 1,650
-0.0%
Holding current value
$90,255
Previous $88,000
6.82%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DWM
# of Institutions
121Shares Held
5.88MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.08MShares$59 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC741KShares$40.5 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$21.4 Million2.04% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$20.7 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC345KShares$18.9 Million0.0% of portfolio