Avantax Planning Partners, Inc. Wisdomtree Tr Us Quality Divid Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 09, 2023	BUY	$54.71 - $63.51 $276,285 - $320,725	5,050 New	5,050 $304,000

Others Institutions Holding DGRW

# of Institutions

684

Shares Held

132M

Call Options Held

16.5K

Put Options Held

200

Pnc Financial Services Group, Inc. Pittsburgh, PA

18.9M
Shares

$1.59 Billion
1.01% of portfolio
Bank Of America Corp Charlotte, NC

11.7M
Shares

$990 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

11.2M
Shares

$946 Million
0.43% of portfolio
Morgan Stanley New York, NY

8.38M
Shares

$708 Million
0.05% of portfolio
Hamilton Capital, LLC Columbus, OH

6.64M
Shares

$560 Million
40.18% of portfolio

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
Sector ETFs
Industry ETFs

More about DGRW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.