Axis Wealth Partners, LLC Wisdomtree Tr Us Quality Divid Transaction History
Axis Wealth Partners, LLC
- $171 Billion
- Q3 2025
A detailed history of Axis Wealth Partners, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 70,939 shares of DGRW stock, worth $6.33 Million. This represents 3.69% of its overall portfolio holdings.
Number of Shares
70,939
Previous 67,973
4.36%
Holding current value
$6.33 Million
Previous $5.69 Billion
10.87%
% of portfolio
3.69%
Previous 3.74%
Shares
4 transactions
Others Institutions Holding DGRW
# of Institutions
800Shares Held
153MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA19.8MShares$1.76 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.5MShares$1.11 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC12.4MShares$1.11 Billion0.08% of portfolio
-
Morgan Stanley New York, NY8.67MShares$774 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.94MShares$619 Million0.15% of portfolio