Avantax Advisory Services, Inc. Wisdomtree Tr Us Small Cap Qua Transaction History
Avantax Advisory Services, Inc.
- $13.8 Billion
- Q2 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 4,950 shares of DGRS stock, worth $250,569. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,950
Previous 4,232
16.97%
Holding current value
$250,569
Previous $210,000
10.95%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DGRS
# of Institutions
110Shares Held
4.73MCall Options Held
100Put Options Held
3K-
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.487KShares$24.7 Million1.22% of portfolio
-
Morgan Stanley New York, NY378KShares$19.1 Million0.0% of portfolio
-
Ubs Group Ag317KShares$16 Million0.0% of portfolio