Chokshi & Queen Wealth Advisors, Inc Wisdomtree Tr Us Quality Divid Transaction History
Chokshi & Queen Wealth Advisors, Inc
- $175 Billion
- Q2 2025
A detailed history of Chokshi & Queen Wealth Advisors, Inc transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Chokshi & Queen Wealth Advisors, Inc holds 5,141 shares of DGRW stock, worth $458,885. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,141
Previous 5,141
-0.0%
Holding current value
$458,885
Previous $411 Million
4.86%
% of portfolio
0.25%
Previous 0.25%
Shares
1 transactions
Others Institutions Holding DGRW
# of Institutions
795Shares Held
153MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA19.8MShares$1.77 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