Capital A Wealth Management, LLC Wisdomtree Tr Dynamic Currency Put Options Transaction History

Capital A Wealth Management, LLC

$8.94 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DDLS

# of Institutions

43

Shares Held

1.44M

Call Options Held

0

Put Options Held

0

Stonebridge Wealth Management, LLC Oak Brook, IL

235K
Shares

$9.8 Million
8.47% of portfolio
Cetera Investment Advisers Schaumburg, IL

187K
Shares

$7.81 Million
0.01% of portfolio
Berkeley, Inc Boise, ID

171K
Shares

$7.12 Million
2.31% of portfolio
Ae Wealth Management LLC

122K
Shares

$5.07 Million
0.04% of portfolio
High Note Wealth, LLC Deephaven, MN

118K
Shares

$4.91 Million
1.09% of portfolio

About WISDOMTREE TR DYNAMIC CURRENCY

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