Capital Investment Advisory Services, LLC Wisdomtree Tr Dynamic Currency Transaction History
Capital Investment Advisory Services, LLC
- $1.13 Billion
- Q2 2025
Shares
4 transactions
Others Institutions Holding DDLS
# of Institutions
39Shares Held
1.14MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL187KShares$7.75 Million0.01% of portfolio
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Berkeley, Inc Boise, ID167KShares$6.89 Million2.36% of portfolio
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High Note Wealth, LLC Deephaven, MN118KShares$4.87 Million1.09% of portfolio
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Bms Financial Advisors, LLC106KShares$4.36 Million2.24% of portfolio
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Ae Wealth Management LLC105KShares$4.32 Million0.04% of portfolio