Milestones Private Investment Advisors LLC Wisdomtree Tr Us Quality Divid Transaction History
Milestones Private Investment Advisors LLC
- $146 Billion
- Q3 2025
A detailed history of Milestones Private Investment Advisors LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Milestones Private Investment Advisors LLC holds 9,751 shares of DGRW stock, worth $869,691. This represents 0.59% of its overall portfolio holdings.
Number of Shares
9,751
Previous 9,740
0.11%
Holding current value
$869,691
Previous $816 Million
6.35%
% of portfolio
0.59%
Previous 0.6%
Shares
2 transactions
Others Institutions Holding DGRW
# of Institutions
797Shares Held
153MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA19.8MShares$1.76 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.5MShares$1.11 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC12.4MShares$1.11 Billion0.08% of portfolio
-
Morgan Stanley New York, NY8.67MShares$774 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.94MShares$619 Million0.15% of portfolio