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 $1.16 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
24,926Holding current value
$1.16 Million% of portfolio
0.88%Shares
1 transactions
Others Institutions Holding DGRS
# of Institutions
136Shares Held
7.13MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX887KShares$41.3 Million0.16% of portfolio
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Lpl Financial LLC Fort Mill, SC579KShares$26.9 Million0.01% of portfolio
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Private Wealth Strategies, L.L.C.550KShares$25.6 Million5.29% of portfolio
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Morgan Stanley New York, NY481KShares$22.4 Million0.0% of portfolio
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Lido Advisors, LLC Los Angeles, CA480KShares$22.3 Million0.11% of portfolio