Lifestyle Asset Management, Inc. Wisdomtree Tr Us Quality Divid Transaction History
Lifestyle Asset Management, Inc.
- $169 Billion
- Q1 2024
A detailed history of Lifestyle Asset Management, Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 18,179 shares of DGRW stock, worth $1.43 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
18,179
Previous 18,483
1.64%
Holding current value
$1.43 Million
Previous $1.3 Billion
6.63%
% of portfolio
0.82%
Previous 0.72%
Shares
2 transactions
Others Institutions Holding DGRW
# of Institutions
624Shares Held
126MCall Options Held
5.7KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA18.2MShares$1.44 Billion0.97% of portfolio
-
Bank Of America Corp Charlotte, NC11.2MShares$885 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.62MShares$758 Million0.4% of portfolio
-
Morgan Stanley New York, NY7.65MShares$603 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH7.17MShares$565 Million40.37% of portfolio