Monterey Private Wealth, Inc. Wisdomtree Tr Us Quality Divid Transaction History
Monterey Private Wealth, Inc.
- $303 Million
- Q4 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 126,874 shares of DGRW stock, worth $10.4 Million. This represents 3.39% of its overall portfolio holdings.
Number of Shares
126,874
Previous 124,782
1.68%
Holding current value
$10.4 Million
Previous $10.4 Million
1.12%
% of portfolio
3.39%
Previous 3.55%
Shares
10 transactions
Others Institutions Holding DGRW
# of Institutions
758Shares Held
148MCall Options Held
8.3KPut Options Held
2.4K-
Pnc Financial Services Group, Inc. Pittsburgh, PA19.1MShares$1.57 Billion1.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC12MShares$986 Million0.41% of portfolio
-
Bank Of America Corp Charlotte, NC11.7MShares$960 Million0.08% of portfolio
-
Morgan Stanley New York, NY8.61MShares$708 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH6.59MShares$541 Million40.56% of portfolio