Cascade Financial Partners, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Cascade Financial Partners, LLC
- $798 Billion
- Q3 2024
A detailed history of Cascade Financial Partners, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 6,330 shares of DGRS stock, worth $353,087. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,330
Previous 6,330
-0.0%
Holding current value
$353,087
Previous $298 Million
8.81%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DGRS
# of Institutions
116Shares Held
4.91MCall Options Held
100Put Options Held
3K-
Private Wealth Strategies, L.L.C.550KShares$30.7 Million5.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC502KShares$28 Million0.01% of portfolio
-
Hennion & Walsh Asset Management, Inc.487KShares$27.2 Million1.22% of portfolio
-
Morgan Stanley New York, NY412KShares$23 Million0.0% of portfolio
-
Ubs Group Ag320KShares$17.9 Million0.0% of portfolio