Colonial River Wealth Management, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Colonial River Wealth Management, LLC
- $186 Million
- Q2 2024
A detailed history of Colonial River Wealth Management, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 4,606 shares of DGRS stock, worth $227,075. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,606
Previous 5,037
8.56%
Holding current value
$227,075
Previous $250,000
13.6%
% of portfolio
0.12%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding DGRS
# of Institutions
107Shares Held
4.65MCall Options Held
0Put Options Held
0-
Private Wealth Strategies, L.L.C.550KShares$27.1 Million5.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC503KShares$24.8 Million0.01% of portfolio
-
Hennion & Walsh Asset Management, Inc.478KShares$23.6 Million1.19% of portfolio
-
Morgan Stanley New York, NY378KShares$18.6 Million0.0% of portfolio
-
Ubs Group Ag317KShares$15.6 Million0.0% of portfolio