Alta Wealth Advisors LLC Wisdomtree Tr U.S Total Divide Transaction History
Alta Wealth Advisors LLC
- $276 Million
- Q3 2025
A detailed history of Alta Wealth Advisors LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 6,822 shares of DTD stock, worth $572,570. This represents 0.21% of its overall portfolio holdings.
Number of Shares
6,822
Previous 6,927
1.52%
Holding current value
$572,570
Previous $550,000
4.18%
% of portfolio
0.21%
Previous 0.26%
Shares
12 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