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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$91.55 - $99.74 $30,211 - $32,914
-330 Reduced 6.26%
4,945 $490,000
Q2 2024

Aug 07, 2024
BUY
$81.94 - $87.24 $432,233 - $460,191
5,275 New
5,275 $446,000

Others Institutions Holding DHS

# of Institutions
248
Shares Held
6.34M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S

DHS Quotes by TradingView
  • Ticker DHS
  • Sector ETFs
  • Industry ETFs
More about DHS
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