Capital A Wealth Management, LLC Wisdomtree Tr Dynamic Currency Transaction History
Capital A Wealth Management, LLC
- $8.94 Billion
- Q2 2025
A detailed history of Capital A Wealth Management, LLC transactions in Wisdomtree Tr Dynamic Currency stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 927 shares of DDLS stock, worth $38,600. This represents 0.34% of its overall portfolio holdings.
Number of Shares
927Holding current value
$38,600% of portfolio
0.34%Shares
2 transactions
Others Institutions Holding DDLS
# of Institutions
43Shares Held
1.43MCall Options Held
0Put Options Held
0-
Stonebridge Wealth Management, LLC Oak Brook, IL235KShares$9.8 Million8.47% of portfolio
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Cetera Investment Advisers Schaumburg, IL187KShares$7.81 Million0.01% of portfolio
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Berkeley, Inc Boise, ID171KShares$7.12 Million2.31% of portfolio
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High Note Wealth, LLC Deephaven, MN118KShares$4.91 Million1.09% of portfolio
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Bms Financial Advisors, LLC106KShares$4.39 Million2.24% of portfolio