Monterey Private Wealth, Inc. Wisdomtree Tr Us Quality Divid Transaction History
Monterey Private Wealth, Inc.
- $267 Million
- Q2 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 120,520 shares of DGRW stock, worth $9.64 Million. This represents 3.52% of its overall portfolio holdings.
Number of Shares
120,520
Previous 120,026
0.41%
Holding current value
$9.64 Million
Previous $9.14 Million
2.87%
% of portfolio
3.52%
Previous 3.68%
Shares
8 transactions
Others Institutions Holding DGRW
# of Institutions
656Shares Held
129MCall Options Held
6.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA18.7MShares$1.49 Billion0.97% of portfolio
-
Bank Of America Corp Charlotte, NC11.5MShares$922 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.4MShares$830 Million0.41% of portfolio
-
Morgan Stanley New York, NY8.11MShares$649 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH7.1MShares$568 Million42.11% of portfolio