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
127Shares Held
6.67MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX887KShares$45 Million0.16% of portfolio
-
Private Wealth Strategies, L.L.C.550KShares$27.9 Million5.29% of portfolio
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Lpl Financial LLC Fort Mill, SC502KShares$25.5 Million0.01% of portfolio
-
Hennion & Walsh Asset Management, Inc.496KShares$25.2 Million1.21% of portfolio
-
Morgan Stanley New York, NY412KShares$20.9 Million0.0% of portfolio