Cherry Tree Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,231 shares of DGRW stock, worth $184,079. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,231
Previous 1,873
19.11%
Holding current value
$184,079
Previous $146 Million
26.99%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding DGRW
# of Institutions
684Shares Held
133MCall Options Held
16.5KPut Options Held
200-
Pnc Financial Services Group, Inc. Pittsburgh, PA18.9MShares$1.56 Billion1.01% of portfolio
-
Bank Of America Corp Charlotte, NC11.7MShares$968 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.43% of portfolio
-
Morgan Stanley New York, NY8.38MShares$692 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH6.64MShares$548 Million40.18% of portfolio