Aptus Capital Advisors, LLC Wisdomtree Tr Transaction History
Aptus Capital Advisors, LLC
- $8.9 Billion
- Q4 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 $97,267. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,650
Previous 1,650
-0.0%
Holding current value
$97,267
Previous $94,000
8.51%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DWM
# of Institutions
126Shares Held
6.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$63 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC712KShares$42 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$23 Million1.98% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$22.3 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC350KShares$20.6 Million0.0% of portfolio