Beacon Financial Advisory LLC Wisdomtree Tr Us Quality Divid Transaction History

Beacon Financial Advisory LLC

  • $270 Million
  • Q3 2024

A detailed history of Beacon Financial Advisory LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 6,860 shares of DGRW stock, worth $579,121. This represents 0.21% of its overall portfolio holdings.

Number of Shares
6,860
Previous 5,230 31.17%
Holding current value
$579,121
Previous $408,000 39.71%
% of portfolio
0.21%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$75.88 - $83.21 $123,684 - $135,632
1,630 Added 31.17%
6,860 $570,000
Q2 2024

Jul 26, 2024
BUY
$72.31 - $79.02 $378,181 - $413,274
5,230 New
5,230 $408,000

Others Institutions Holding DGRW

# of Institutions
684
Shares Held
132M
Call Options Held
16.5K
Put Options Held
200
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
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More about DGRW
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