Nelson Capital Management, LLC Wisdomtree Tr U.S Transaction History
Nelson Capital Management, LLC
- $597 Million
- Q4 2024
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 5,275 shares of DHS stock, worth $526,128. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,275
Previous 5,275
-0.0%
Holding current value
$526,128
Previous $494,000
0.4%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding DHS
# of Institutions
245Shares Held
6.07MCall Options Held
0Put Options Held
0-
Cwm, LLC879KShares$87.7 Million0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA490KShares$48.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC388KShares$38.7 Million0.02% of portfolio
-
Linscomb & Williams, Inc. Houston, TX360KShares$35.9 Million1.7% of portfolio
-
Cetera Investment Advisers Schaumburg, IL351KShares$35 Million0.07% of portfolio