Iht Wealth Management, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Iht Wealth Management, LLC
- $2.59 Billion
- Q1 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 19,123 shares of DGRS stock, worth $900,884. This represents 0.04% of its overall portfolio holdings.
Number of Shares
19,123
Previous 19,157
0.18%
Holding current value
$900,884
Previous $908,000
4.52%
% of portfolio
0.04%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding DGRS
# of Institutions
99Shares Held
4.11MCall Options Held
0Put Options Held
0-
Private Wealth Strategies, L.L.C.535KShares$25.2 Million5.57% of portfolio
-
Hennion & Walsh Asset Management, Inc.467KShares$22 Million1.26% of portfolio
-
Morgan Stanley New York, NY411KShares$19.4 Million0.0% of portfolio
-
Ubs Group Ag285KShares$13.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC278KShares$13.1 Million0.01% of portfolio