Iht Wealth Management, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q3 2024
A detailed history of Iht Wealth Management, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Iht Wealth Management, LLC holds 22,577 shares of DGRS stock, worth $1.16 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
22,577
Previous 18,912
19.38%
Holding current value
$1.16 Million
Previous $890,000
30.67%
% of portfolio
0.03%
Previous 0.03%
Shares
12 transactions
Others Institutions Holding DGRS
# of Institutions
117Shares Held
4.94MCall Options Held
100Put Options Held
3K-
Private Wealth Strategies, L.L.C.550KShares$28.3 Million5.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC502KShares$25.8 Million0.01% of portfolio
-
Hennion & Walsh Asset Management, Inc.487KShares$25 Million1.22% of portfolio
-
Morgan Stanley New York, NY412KShares$21.2 Million0.0% of portfolio
-
Ubs Group Ag320KShares$16.4 Million0.0% of portfolio