Capital Asset Advisory Services LLC Wisdomtree Tr Currency Hedged Transaction History
Capital Asset Advisory Services LLC
- $2.01 Billion
- Q4 2024
Shares
6 transactions
Others Institutions Holding DDWM
# of Institutions
83Shares Held
5.92MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.02MShares$35.9 Million0.02% of portfolio
-
Fundamentun, LLC Beachwood, OH656KShares$23 Million1.76% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL529KShares$18.6 Million0.03% of portfolio
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Exchange Capital Management, Inc.461KShares$16.2 Million2.79% of portfolio
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Steward Partners Investment Advisory, LLC397KShares$13.9 Million0.13% of portfolio