Legacy Wealth Planning, LLC Wisdomtree Tr Us Quality Divid Transaction History
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
A detailed history of Legacy Wealth Planning, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 123,570 shares of DGRW stock, worth $10.4 Million. This represents 11.02% of its overall portfolio holdings.
Number of Shares
123,570
Previous 127,146
2.81%
Holding current value
$10.4 Million
Previous $7.29 Million
8.58%
% of portfolio
11.02%
Previous 10.45%
Shares
13 transactions
Others Institutions Holding DGRW
# of Institutions
746Shares Held
147MCall Options Held
8.1KPut Options Held
200-
Pnc Financial Services Group, Inc. Pittsburgh, PA19.1MShares$1.6 Billion1.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC12MShares$1.01 Billion0.41% of portfolio
-
Bank Of America Corp Charlotte, NC11.7MShares$979 Million0.08% of portfolio
-
Morgan Stanley New York, NY8.61MShares$722 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH6.59MShares$552 Million40.56% of portfolio