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 $271,775. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,500
Previous 3,500 -0.0%
Holding current value
$271,775
Previous $248 Million 7.64%
% of portfolio
0.16%
Previous 0.16%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 15, 2023

BUY
$55.0 - $63.6 $192,500 - $222,600
3,500 New
3,500 $221 Million

Others Institutions Holding DTD

About WISDOMTREE TR U.S TOTAL DIVIDE


  • Ticker DTD
  • Sector ETFs
  • Industry ETFs
More about DTD
Track This Portfolio

Track Kapstone Financial Advisors LLC Portfolio

Follow Kapstone Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kapstone Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kapstone Financial Advisors LLC with notifications on news.