First Purpose Wealth LLC Wisdomtree Tr Us Quality Divid Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, First Purpose Wealth LLC holds 5,789 shares of DGRW stock, worth $514,178. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,789
Previous 5,699
1.58%
Holding current value
$514,178
Previous $400,000
10.25%
% of portfolio
0.16%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding DGRW
# of Institutions
811Shares Held
151MCall Options Held
2.7KPut Options Held
5.8K-
Pnc Financial Services Group, Inc. Pittsburgh, PA15.8MShares$1.4 Billion0.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$1.1 Billion0.34% of portfolio
-
Bank Of America Corp Charlotte, NC12MShares$1.06 Billion0.07% of portfolio
-
Morgan Stanley New York, NY8.48MShares$754 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.12MShares$633 Million0.15% of portfolio