Cape Ann Savings Bank Wisdomtree Tr Transaction History
Cape Ann Savings Bank
- $166 Million
- Q4 2024
A detailed history of Cape Ann Savings Bank transactions in Wisdomtree Tr stock. As of the latest transaction made, Cape Ann Savings Bank holds 6,794 shares of DWM stock, worth $401,389. This represents 0.22% of its overall portfolio holdings.
Number of Shares
6,794
Previous 6,794
-0.0%
Holding current value
$401,389
Previous $391,000
8.44%
% of portfolio
0.22%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding DWM
# of Institutions
126Shares Held
6.18MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$63.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC712KShares$42.1 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC466KShares$27.5 Million0.05% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$23.1 Million1.98% of portfolio
-
Bank Of America Corp Charlotte, NC350KShares$20.7 Million0.0% of portfolio