Avantax Advisory Services, Inc. Wisdomtree Tr Us Small Cap Qua Transaction History
Avantax Advisory Services, Inc.
- $14.9 Billion
- Q3 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 4,237 shares of DGRS stock, worth $237,229. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,237
Previous 4,950
14.4%
Holding current value
$237,229
Previous $233,000
6.44%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding DGRS
# of Institutions
117Shares Held
4.94MCall Options Held
100Put Options Held
3K-
Private Wealth Strategies, L.L.C.550KShares$30.8 Million5.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC502KShares$28.1 Million0.01% of portfolio
-
Hennion & Walsh Asset Management, Inc.487KShares$27.3 Million1.22% of portfolio
-
Morgan Stanley New York, NY412KShares$23.1 Million0.0% of portfolio
-
Ubs Group Ag320KShares$17.9 Million0.0% of portfolio