Capital Advisory Group Advisory Services, LLC Wisdomtree Tr U.S Total Divide Transaction History
Capital Advisory Group Advisory Services, LLC
- $210 Million
- Q1 2024
A detailed history of Capital Advisory Group Advisory Services, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Capital Advisory Group Advisory Services, LLC holds 34,231 shares of DTD stock, worth $2.43 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
34,231
Previous 33,579
1.94%
Holding current value
$2.43 Million
Previous $2.2 Million
10.25%
% of portfolio
1.15%
Previous 1.18%
Shares
16 transactions
Others Institutions Holding DTD
# of Institutions
193Shares Held
8.56MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.03MShares$144 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.09MShares$77.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC610KShares$43.3 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA373KShares$26.5 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL310KShares$22 Million0.05% of portfolio