Continuum Wealth Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History

Continuum Wealth Advisors, LLC

  • $157 Million
  • Q4 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 171,201 shares of DGRW stock, worth $14 Million. This represents 8.8% of its overall portfolio holdings.

Number of Shares
171,201
Previous 163,563 4.67%
Holding current value
$14 Million
Previous $13.6 Million 1.8%
% of portfolio
8.8%
Previous 8.62%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$80.93 - $85.66 $618,143 - $654,271
7,638 Added 4.67%
171,201 $13.9 Million
Q3 2024

Oct 18, 2024
SELL
$75.88 - $83.21 $6.53 Million - $7.16 Million
-86,092 Reduced 34.48%
163,563 $13.6 Million
Q2 2024

Jul 23, 2024
BUY
$72.31 - $79.02 $1.34 Million - $1.47 Million
18,565 Added 8.03%
249,655 $19.5 Million
Q1 2024

May 20, 2024
BUY
$69.56 - $76.3 $462,504 - $507,318
6,649 Added 2.96%
231,090 $17.6 Million
Q4 2023

Jan 31, 2024
BUY
$61.43 - $70.36 $480,075 - $549,863
7,815 Added 3.61%
224,441 $15.8 Million
Q3 2023

Oct 25, 2023
BUY
$63.23 - $68.5 $303,061 - $328,320
4,793 Added 2.26%
216,626 $13.8 Million
Q2 2023

Jul 27, 2023
BUY
$61.86 - $66.66 $2.01 Million - $2.17 Million
32,523 Added 18.14%
211,833 $14.1 Million
Q1 2023

May 15, 2023
SELL
$59.34 - $63.43 $1.44 Million - $1.54 Million
-24,200 Reduced 11.89%
179,310 $11.2 Million
Q4 2022

Mar 01, 2023
BUY
$54.71 - $63.51 $11.1 Million - $12.9 Million
203,510 New
203,510 $12.3 Billion

Others Institutions Holding DGRW

# of Institutions
759
Shares Held
148M
Call Options Held
8.3K
Put Options Held
2.4K
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
Track This Portfolio

Track Continuum Wealth Advisors, LLC Portfolio

Follow Continuum Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Continuum Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Continuum Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email