Castle Rock Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History

Castle Rock Wealth Management, LLC

  • $400 Million
  • Q3 2024

A detailed history of Castle Rock Wealth Management, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 4,800 shares of DGRW stock, worth $397,824. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,800
Previous 4,830 0.62%
Holding current value
$397,824
Previous $376,000 6.12%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 09, 2024
SELL
$75.88 - $83.21 $2,276 - $2,496
-30 Reduced 0.62%
4,800 $399,000
Q2 2024

Jul 12, 2024
BUY
$72.31 - $79.02 $144 - $158
2 Added 0.04%
4,830 $376,000
Q1 2024

May 13, 2024
BUY
$69.56 - $76.3 $61,699 - $67,678
887 Added 22.51%
4,828 $367,000
Q4 2023

Jan 08, 2024
BUY
$61.43 - $70.36 $242,095 - $277,288
3,941 New
3,941 $276,000
Q1 2019

May 15, 2019
BUY
N/A
103 New
103 $0

Others Institutions Holding DGRW

# of Institutions
725
Shares Held
142M
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
  • Industry ETFs
More about DGRW
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