Talisman Wealth Advisors LLC Wisdomtree Tr Us Quality Divid Transaction History
Talisman Wealth Advisors LLC
- $86.2 Million
- Q2 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 21,871 shares of DGRW stock, worth $1.79 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
21,871
Previous 21,793
0.36%
Holding current value
$1.79 Million
Previous $1.66 Million
2.83%
% of portfolio
1.98%
Previous 2.09%
Shares
7 transactions
Others Institutions Holding DGRW
# of Institutions
656Shares Held
129MCall Options Held
6.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA18.7MShares$1.53 Billion0.97% of portfolio
-
Bank Of America Corp Charlotte, NC11.5MShares$942 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.4MShares$847 Million0.41% of portfolio
-
Morgan Stanley New York, NY8.11MShares$663 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH7.1MShares$580 Million42.11% of portfolio