Altrius Capital Management Inc Wisdomtree Tr Us Small Cap Qua Transaction History
Altrius Capital Management Inc
- $367 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding DGRS
# of Institutions
138Shares Held
7.63MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX887KShares$41.5 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC579KShares$27.1 Million0.01% of portfolio
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Private Wealth Strategies, L.L.C.550KShares$25.8 Million5.29% of portfolio
-
Hennion & Walsh Asset Management, Inc.496KShares$23.2 Million1.21% of portfolio
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Morgan Stanley New York, NY481KShares$22.5 Million0.0% of portfolio