Continuum Wealth Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History
Continuum Wealth Advisors, LLC
- $158 Million
- Q3 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 163,563 shares of DGRW stock, worth $13.7 Million. This represents 8.62% of its overall portfolio holdings.
Number of Shares
163,563
Previous 249,655
34.48%
Holding current value
$13.7 Million
Previous $19.5 Million
30.15%
% of portfolio
8.62%
Previous 10.33%
Shares
8 transactions
Others Institutions Holding DGRW
# of Institutions
659Shares Held
129MCall Options Held
6.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA18.7MShares$1.57 Billion0.97% of portfolio
-
Bank Of America Corp Charlotte, NC11.5MShares$969 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC10.4MShares$872 Million0.41% of portfolio
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Morgan Stanley New York, NY8.11MShares$682 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH7.1MShares$597 Million42.11% of portfolio