Capital Directions Investment Advisors, LLC Wisdomtree Tr U.S Transaction History
Capital Directions Investment Advisors, LLC
- $268 Million
- Q4 2022
A detailed history of Capital Directions Investment Advisors, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 4,000 shares of DHS stock, worth $337,760. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,000
Previous 0
Infinity%
Holding current value
$337,760
Previous $303,000
13.53%
% of portfolio
0.13%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding DHS
# of Institutions
207Shares Held
6.08MCall Options Held
0Put Options Held
0-
Cwm, LLC1.02MShares$86.3 Million0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC483KShares$40.8 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA401KShares$33.9 Million0.01% of portfolio
-
Linscomb & Williams, Inc. Houston, TX367KShares$31 Million1.64% of portfolio
-
Cetera Investment Advisers Schaumburg, IL363KShares$30.6 Million0.08% of portfolio