Kapstone Financial Advisors LLC Wisdomtree Tr U.S Total Divide Transaction History
Kapstone Financial Advisors LLC
- $212 Billion
- Q3 2025
A detailed history of Kapstone Financial Advisors LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 3,500 shares of DTD stock, worth $293,755. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,500
Previous 3,500
-0.0%
Holding current value
$293,755
Previous $278 Million
5.63%
% of portfolio
0.14%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding DTD
# of Institutions
220Shares Held
9.14MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.64MShares$138 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.11MShares$93.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC799KShares$67.1 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA382KShares$32.1 Million0.01% of portfolio
-
626 Financial, LLC309KShares$25.9 Million12.13% of portfolio