Strategic Financial Concepts, LLC Wisdomtree Tr Us Quality Divid Transaction History
Strategic Financial Concepts, LLC
- $711 Billion
- Q2 2025
Shares
9 transactions
Others Institutions Holding DGRW
# of Institutions
795Shares Held
153MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA19.8MShares$1.71 Billion1.08% of portfolio
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Lpl Financial LLC Fort Mill, SC12.5MShares$1.08 Billion0.37% of portfolio
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Bank Of America Corp Charlotte, NC12.4MShares$1.07 Billion0.08% of portfolio
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Morgan Stanley New York, NY8.67MShares$748 Million0.05% of portfolio
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Ameriprise Financial Inc Minneapolis, MN6.94MShares$599 Million0.15% of portfolio