Cherry Tree Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,340 shares of DGRW stock, worth $195,039. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,340
Previous 2,231
4.89%
Holding current value
$195,039
Previous $186 Million
2.01%
% of portfolio
0.05%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding DGRW
# of Institutions
720Shares Held
141MCall Options Held
16.5KPut Options Held
200-
Pnc Financial Services Group, Inc. Pittsburgh, PA18.9MShares$1.57 Billion1.01% of portfolio
-
Bank Of America Corp Charlotte, NC11.7MShares$978 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.2MShares$934 Million0.43% of portfolio
-
Morgan Stanley New York, NY8.38MShares$699 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH6.64MShares$553 Million40.18% of portfolio