Nelson Capital Management, LLC Wisdomtree Tr U.S Transaction History
Nelson Capital Management, LLC
- $572 Million
- Q1 2025
A detailed history of Nelson Capital Management, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Nelson Capital Management, LLC holds 4,945 shares of DHS stock, worth $482,730. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,945
Previous 5,275
6.26%
Holding current value
$482,730
Previous $492,000
0.41%
% of portfolio
0.09%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding DHS
# of Institutions
248Shares Held
6.34MCall Options Held
0Put Options Held
0-
Cwm, LLC854KShares$83.4 Million0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA509KShares$49.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC438KShares$42.7 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL373KShares$36.4 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC370KShares$36.1 Million0.0% of portfolio