Crux Wealth Advisors Wisdomtree Tr Us Quality Divid Transaction History
Crux Wealth Advisors
- $235 Billion
- Q2 2025
A detailed history of Crux Wealth Advisors transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Crux Wealth Advisors holds 56,498 shares of DGRW stock, worth $5.04 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
56,498
Previous 79,399
28.84%
Holding current value
$5.04 Million
Previous $6.34 Billion
25.39%
% of portfolio
2.01%
Previous 3.3%
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