Precedent Wealth Partners, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Precedent Wealth Partners, LLC
- $248 Billion
- Q2 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 25,714 shares of DGRS stock, worth $1.3 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
25,714
Previous 29,522
12.9%
Holding current value
$1.3 Million
Previous $1.47 Billion
17.34%
% of portfolio
0.49%
Previous 0.63%
Shares
3 transactions
Others Institutions Holding DGRS
# of Institutions
107Shares Held
4.65MCall Options Held
0Put Options Held
0-
Private Wealth Strategies, L.L.C.550KShares$27.9 Million5.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC503KShares$25.5 Million0.01% of portfolio
-
Hennion & Walsh Asset Management, Inc.478KShares$24.3 Million1.19% of portfolio
-
Morgan Stanley New York, NY378KShares$19.2 Million0.0% of portfolio
-
Ubs Group Ag317KShares$16.1 Million0.0% of portfolio