Legacy Financial Advisors, Inc. Wisdomtree Tr Us Quality Divid Transaction History
Legacy Financial Advisors, Inc.
- $513 Million
- Q4 2024
A detailed history of Legacy Financial Advisors, Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 784,774 shares of DGRW stock, worth $62.1 Million. This represents 12.38% of its overall portfolio holdings.
Number of Shares
784,774
Previous 785,046
0.03%
Holding current value
$62.1 Million
Previous $65.3 Million
2.77%
% of portfolio
12.38%
Previous 12.68%
Shares
8 transactions
Others Institutions Holding DGRW
# of Institutions
759Shares Held
148MCall Options Held
8.3KPut Options Held
2.4K-
Pnc Financial Services Group, Inc. Pittsburgh, PA19.1MShares$1.51 Billion1.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC12MShares$949 Million0.41% of portfolio
-
Bank Of America Corp Charlotte, NC11.7MShares$924 Million0.08% of portfolio
-
Morgan Stanley New York, NY8.61MShares$681 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH6.59MShares$521 Million40.56% of portfolio