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 $479,502. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,789
Previous 5,699
1.58%
Holding current value
$479,502
Previous $400,000
10.25%
% of portfolio
0.16%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding DGRW
# of Institutions
656Shares Held
129MCall Options Held
6.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA18.7MShares$1.55 Billion0.97% of portfolio
-
Bank Of America Corp Charlotte, NC11.5MShares$955 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.4MShares$859 Million0.41% of portfolio
-
Morgan Stanley New York, NY8.11MShares$672 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH7.1MShares$588 Million42.11% of portfolio