Philip James Wealth Mangement, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Philip James Wealth Mangement, LLC
- $150 Billion
- Q2 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 59,397 shares of DGRS stock, worth $2.96 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
59,397Holding current value
$2.96 Million% of portfolio
1.86%Shares
1 transactions
Others Institutions Holding DGRS
# of Institutions
107Shares Held
4.65MCall Options Held
0Put Options Held
0-
Private Wealth Strategies, L.L.C.550KShares$27.5 Million5.29% of portfolio
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Lpl Financial LLC Fort Mill, SC503KShares$25.1 Million0.01% of portfolio
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Hennion & Walsh Asset Management, Inc.478KShares$23.9 Million1.19% of portfolio
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Morgan Stanley New York, NY378KShares$18.9 Million0.0% of portfolio
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Ubs Group Ag317KShares$15.8 Million0.0% of portfolio