My Legacy Advisors, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
My Legacy Advisors, LLC
- $275 Million
- Q4 2023
A detailed history of My Legacy Advisors, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, My Legacy Advisors, LLC holds 18,029 shares of DGRS stock, worth $841,413. This represents 0.31% of its overall portfolio holdings.
Number of Shares
18,029
Previous 10,634
69.54%
Holding current value
$841,413
Previous $438,000
95.21%
% of portfolio
0.31%
Previous 0.18%
Shares
7 transactions
Others Institutions Holding DGRS
# of Institutions
99Shares Held
4.07MCall Options Held
0Put Options Held
0-
Private Wealth Strategies, L.L.C.535KShares$25 Million5.57% of portfolio
-
Hennion & Walsh Asset Management, Inc.467KShares$21.8 Million1.26% of portfolio
-
Morgan Stanley New York, NY411KShares$19.2 Million0.0% of portfolio
-
Ubs Group Ag285KShares$13.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC278KShares$13 Million0.01% of portfolio