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 $488,707. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,789
Previous 5,699
1.58%
Holding current value
$488,707
Previous $400,000
10.25%
% of portfolio
0.16%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding DGRW
# of Institutions
684Shares Held
133MCall Options Held
16.5KPut Options Held
200-
Pnc Financial Services Group, Inc. Pittsburgh, PA18.9MShares$1.59 Billion1.01% of portfolio
-
Bank Of America Corp Charlotte, NC11.7MShares$990 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.43% of portfolio
-
Morgan Stanley New York, NY8.38MShares$708 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH6.64MShares$560 Million40.18% of portfolio