Nelson Capital Management, LLC Wisdomtree Tr U.S Transaction History
Nelson Capital Management, LLC
- $587 Million
- Q3 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 $529,188. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,275
Previous 5,275
-0.0%
Holding current value
$529,188
Previous $446,000
10.76%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding DHS
# of Institutions
222Shares Held
5.71MCall Options Held
0Put Options Held
0-
Cwm, LLC911KShares$91.4 Million0.37% of portfolio
-
Wells Fargo & Company San Francisco, CA427KShares$42.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC393KShares$39.5 Million0.02% of portfolio
-
Linscomb & Williams, Inc. Houston, TX357KShares$35.8 Million1.67% of portfolio
-
Cetera Investment Advisers Schaumburg, IL350KShares$35.2 Million0.07% of portfolio