Compass Financial Services Inc Wisdomtree Tr Us Quality Divid Transaction History
Compass Financial Services Inc
- $206 Billion
- Q2 2025
A detailed history of Compass Financial Services Inc transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Compass Financial Services Inc holds 305,001 shares of DGRW stock, worth $27.2 Million. This represents 12.37% of its overall portfolio holdings.
Number of Shares
305,001
Previous 299,219
1.93%
Holding current value
$27.2 Million
Previous $23.9 Billion
6.88%
% of portfolio
12.37%
Previous 12.54%
Shares
3 transactions
Others Institutions Holding DGRW
# of Institutions
800Shares Held
153MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA19.8MShares$1.76 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