Juncture Wealth Strategies, LLC Wisdomtree Tr Us Quality Divid Transaction History
Juncture Wealth Strategies, LLC
- $298 Million
- Q3 2025
A detailed history of Juncture Wealth Strategies, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 2,443 shares of DGRW stock, worth $217,891. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,443
Previous 2,443
-0.0%
Holding current value
$217,891
Previous $204,000
6.37%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding DGRW
# of Institutions
794Shares Held
154MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA19.8MShares$1.76 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.5MShares$1.11 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC12.4MShares$1.11 Billion0.08% of portfolio
-
Morgan Stanley New York, NY8.67MShares$774 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.94MShares$619 Million0.15% of portfolio