A detailed history of Lm Advisors LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Lm Advisors LLC holds 14,579 shares of DGRW stock, worth $1.23 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
14,579
Previous 15,463 5.72%
Holding current value
$1.23 Million
Previous $1.21 Million 0.5%
% of portfolio
0.25%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$75.88 - $83.21 $67,077 - $73,557
-884 Reduced 5.72%
14,579 $1.21 Million
Q2 2024

Aug 14, 2024

BUY
$72.31 - $79.02 $212,446 - $232,160
2,938 Added 23.46%
15,463 $1.21 Million
Q1 2024

May 15, 2024

BUY
$69.56 - $76.3 $461,461 - $506,174
6,634 Added 112.61%
12,525 $954,000
Q4 2023

Feb 14, 2024

BUY
$61.43 - $70.36 $361,884 - $414,490
5,891 New
5,891 $414 Million

Others Institutions Holding DGRW

About WISDOMTREE TR US QUALITY DIVID


  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
Track This Portfolio

Track Lm Advisors LLC Portfolio

Follow Lm Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lm Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lm Advisors LLC with notifications on news.