Capital Advisory Group Advisory Services, LLC Wisdomtree Tr Intl Largecap Di Transaction History

Capital Advisory Group Advisory Services, LLC

$210 Million
Q1 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 29, 2022	BUY	N/A	340 New	340 $17,000
Q4 2021 Feb 15, 2022	SELL	N/A	-340 Closed	0 $0
Q1 2020 May 18, 2020	BUY	N/A	340 New	340 $13,000
Q4 2019 Feb 14, 2020	SELL	N/A	-340 Closed	0 $0
Q1 2018 May 28, 2020	BUY	N/A	340 New	340 $17,000

Others Institutions Holding DOL

# of Institutions

Shares Held

8.17M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

2.78M
Shares

$143 Million
0.16% of portfolio
Huntington National Bank Columbus, OH

876K
Shares

$45.1 Million
0.37% of portfolio
Morgan Stanley New York, NY

501K
Shares

$25.8 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

372K
Shares

$19.2 Million
0.0% of portfolio
First Republic Investment Management, Inc. San Francisco, CA

362K
Shares

$18.6 Million
0.05% of portfolio

View Full List

About WISDOMTREE TR INTL LARGECAP DI

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