Cape Ann Savings Bank Wisdomtree Tr Transaction History
Cape Ann Savings Bank
- $171 Million
- Q3 2024
A detailed history of Cape Ann Savings Bank transactions in Wisdomtree Tr stock. As of the latest transaction made, Cape Ann Savings Bank holds 6,794 shares of DWM stock, worth $365,449. This represents 0.23% of its overall portfolio holdings.
Number of Shares
6,794
Previous 6,794
-0.0%
Holding current value
$365,449
Previous $364,000
7.42%
% of portfolio
0.23%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding DWM
# of Institutions
126Shares Held
5.86MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.08MShares$58 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC741KShares$39.9 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$21 Million2.04% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$20.4 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC345KShares$18.6 Million0.0% of portfolio