Amplius Wealth Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History
Amplius Wealth Advisors, LLC
- $881 Million
- Q1 2025
A detailed history of Amplius Wealth Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 271,502 shares of DGRW stock, worth $20.9 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
271,502
Previous 257,129
5.59%
Holding current value
$20.9 Million
Previous $20.8 Million
3.21%
% of portfolio
2.44%
Previous 2.45%
Shares
13 transactions
Others Institutions Holding DGRW
# of Institutions
764Shares Held
149MCall Options Held
8.3KPut Options Held
2.4K-
Pnc Financial Services Group, Inc. Pittsburgh, PA19.1MShares$1.47 Billion1.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC12MShares$925 Million0.41% of portfolio
-
Bank Of America Corp Charlotte, NC11.7MShares$901 Million0.08% of portfolio
-
Morgan Stanley New York, NY8.61MShares$664 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH6.59MShares$508 Million40.56% of portfolio