Brass Tax Wealth Management, Inc Wisdomtree Tr U.S Total Divide Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 3,498 shares of DTD stock, worth $271,549. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,498
Previous 3,498
-0.0%
Holding current value
$271,549
Previous $248 Million
99.89%
% of portfolio
0.11%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding DTD
# of Institutions
195Shares Held
8.57MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.02MShares$157 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.19MShares$92.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC658KShares$51.1 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA359KShares$27.9 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL329KShares$25.6 Million0.06% of portfolio