Marshall & Sterling Wealth Advisors Inc. Wisdomtree Tr Us Small Cap Qua Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $145 Billion
- Q4 2024
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 24,926 shares of DGRS stock, worth $1.17 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
24,926Holding current value
$1.17 Million% of portfolio
0.88%Shares
1 transactions
Others Institutions Holding DGRS
# of Institutions
138Shares Held
7.64MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX887KShares$41.6 Million0.16% of portfolio
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Lpl Financial LLC Fort Mill, SC579KShares$27.1 Million0.01% of portfolio
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Private Wealth Strategies, L.L.C.550KShares$25.8 Million5.29% of portfolio
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Hennion & Walsh Asset Management, Inc.496KShares$23.3 Million1.21% of portfolio
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Morgan Stanley New York, NY481KShares$22.6 Million0.0% of portfolio