Kondo Wealth Advisors, Inc. Wisdomtree Tr Us Quality Divid Transaction History
Kondo Wealth Advisors, Inc.
- $226 Billion
- Q2 2025
A detailed history of Kondo Wealth Advisors, Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Kondo Wealth Advisors, Inc. holds 8,104 shares of DGRW stock, worth $705,048. This represents 0.3% of its overall portfolio holdings.
Number of Shares
8,104
Previous 8,088
0.2%
Holding current value
$705,048
Previous $646 Million
5.86%
% of portfolio
0.3%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding DGRW
# of Institutions
796Shares Held
153MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA19.8MShares$1.72 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.5MShares$1.08 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC12.4MShares$1.08 Billion0.08% of portfolio
-
Morgan Stanley New York, NY8.67MShares$755 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.94MShares$604 Million0.15% of portfolio