Aptus Capital Advisors, LLC Wisdomtree Tr Transaction History
Aptus Capital Advisors, LLC
- $8.97 Billion
- Q1 2025
A detailed history of Aptus Capital Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 1,650 shares of DWM stock, worth $99,825. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,650
Previous 1,650
-0.0%
Holding current value
$99,825
Previous $86,000
10.47%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DWM
# of Institutions
131Shares Held
5.64MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.05MShares$63.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC506KShares$30.6 Million0.01% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL390KShares$23.6 Million2.19% of portfolio
-
Bank Of America Corp Charlotte, NC365KShares$22.1 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC342KShares$20.7 Million0.04% of portfolio