Alta Wealth Advisors LLC Wisdomtree Tr U.S Total Divide Transaction History
Alta Wealth Advisors LLC
- $219 Million
- Q3 2024
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 7,298 shares of DTD stock, worth $570,776. This represents 0.26% of its overall portfolio holdings.
Number of Shares
7,298
Previous 7,285
0.18%
Holding current value
$570,776
Previous $515,000
8.54%
% of portfolio
0.26%
Previous 0.26%
Shares
8 transactions
Others Institutions Holding DTD
# of Institutions
193Shares Held
8.53MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.02MShares$158 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.19MShares$93 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC658KShares$51.4 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA359KShares$28.1 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL329KShares$25.7 Million0.06% of portfolio