Connecticut Wealth Management, LLC Wisdomtree Tr U.S Total Divide Transaction History
Connecticut Wealth Management, LLC
- $1.88 Billion
- Q1 2024
A detailed history of Connecticut Wealth Management, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 278,166 shares of DTD stock, worth $19.7 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
278,166
Previous 278,597
0.15%
Holding current value
$19.7 Million
Previous $18.2 Million
8.0%
% of portfolio
1.05%
Previous 1.05%
Shares
20 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$77.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC610KShares$43.2 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA373KShares$26.4 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL310KShares$22 Million0.05% of portfolio