9258 Wealth Management, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
9258 Wealth Management, LLC
- $641 Million
- Q2 2024
A detailed history of 9258 Wealth Management, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 6,400 shares of DGRS stock, worth $354,432. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,400
Previous 6,400
-0.0%
Holding current value
$354,432
Previous $317,000
5.05%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DGRS
# of Institutions
112Shares Held
4.74MCall Options Held
100Put Options Held
3K-
Private Wealth Strategies, L.L.C.550KShares$30.5 Million5.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC503KShares$27.9 Million0.01% of portfolio
-
Hennion & Walsh Asset Management, Inc.487KShares$27 Million1.22% of portfolio
-
Morgan Stanley New York, NY378KShares$20.9 Million0.0% of portfolio
-
Ubs Group Ag317KShares$17.6 Million0.0% of portfolio