Doyle Wealth Management Wisdomtree Tr Us Small Cap Qua Transaction History
Doyle Wealth Management
- $1.16 Billion
- Q3 2022
Shares
4 transactions
Others Institutions Holding DGRS
# of Institutions
130Shares Held
5.82MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC591KShares$28.8 Million0.01% of portfolio
-
Private Wealth Strategies, L.L.C.550KShares$26.8 Million5.29% of portfolio
-
Morgan Stanley New York, NY464KShares$22.6 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC388KShares$18.9 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL355KShares$17.3 Million0.01% of portfolio