Continuum Wealth Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History
Continuum Wealth Advisors, LLC
- $175 Million
- Q1 2024
A detailed history of Continuum Wealth Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 231,090 shares of DGRW stock, worth $18 Million. This represents 10.06% of its overall portfolio holdings.
Number of Shares
231,090
Previous 224,441
2.96%
Holding current value
$18 Million
Previous $15.8 Million
11.62%
% of portfolio
10.06%
Previous 10.26%
Shares
6 transactions
Others Institutions Holding DGRW
# of Institutions
622Shares Held
126MCall Options Held
5.7KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA18.2MShares$1.42 Billion0.97% of portfolio
-
Bank Of America Corp Charlotte, NC11.2MShares$876 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC9.62MShares$751 Million0.4% of portfolio
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Morgan Stanley New York, NY7.65MShares$597 Million0.05% of portfolio
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Hamilton Capital, LLC Columbus, OH7.17MShares$559 Million40.37% of portfolio