Palo Alto Wealth Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History
Palo Alto Wealth Advisors, LLC
- $145 Billion
- Q2 2024
A detailed history of Palo Alto Wealth Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 205,530 shares of DGRW stock, worth $16.2 Million. This represents 11.09% of its overall portfolio holdings.
Number of Shares
205,530
Previous 203,887
0.81%
Holding current value
$16.2 Million
Previous $15.5 Billion
3.27%
% of portfolio
11.09%
Previous 10.95%
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$1.47 Billion0.97% of portfolio
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Bank Of America Corp Charlotte, NC11.5MShares$909 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC10.4MShares$818 Million0.41% of portfolio
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Morgan Stanley New York, NY8.11MShares$640 Million0.05% of portfolio
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Hamilton Capital, LLC Columbus, OH7.1MShares$560 Million42.11% of portfolio