Cherry Tree Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 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 1,873 shares of DGRW stock, worth $154,822. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,873
Previous 1,675
11.82%
Holding current value
$154,822
Previous $128 Million
14.55%
% of portfolio
0.04%
Previous 0.03%
Shares
4 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$1.54 Billion0.97% of portfolio
-
Bank Of America Corp Charlotte, NC11.5MShares$953 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.4MShares$857 Million0.41% of portfolio
-
Morgan Stanley New York, NY8.11MShares$670 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH7.1MShares$587 Million42.11% of portfolio