Cascade Financial Partners, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Cascade Financial Partners, LLC
- $761 Billion
- Q2 2024
A detailed history of Cascade Financial Partners, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 6,330 shares of DGRS stock, worth $315,867. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,330
Previous 6,330
-0.0%
Holding current value
$315,867
Previous $298 Million
0.15%
% of portfolio
0.04%
Previous 0.04%
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
-
Lpl Financial LLC Fort Mill, SC503KShares$25.1 Million0.01% of portfolio
-
Hennion & Walsh Asset Management, Inc.478KShares$23.9 Million1.19% of portfolio
-
Morgan Stanley New York, NY378KShares$18.9 Million0.0% of portfolio
-
Ubs Group Ag317KShares$15.8 Million0.0% of portfolio