Brass Tax Wealth Management, Inc Wisdomtree Tr U.S Total Divide Transaction History
Brass Tax Wealth Management, Inc
- $476 Billion
- Q1 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 2,898 shares of DTD stock, worth $215,727. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,898
Previous 2,898
-0.0%
Holding current value
$215,727
Previous $220 Million
1.43%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DTD
# of Institutions
214Shares Held
9.35MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.01MShares$150 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.24MShares$92.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC748KShares$55.7 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA375KShares$27.9 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL353KShares$26.3 Million0.06% of portfolio