One Ascent Family Office, LLC Wisdomtree Tr Us Quality Divid Transaction History
One Ascent Family Office, LLC
- $107 Million
- Q1 2025
A detailed history of One Ascent Family Office, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, One Ascent Family Office, LLC holds 3,515 shares of DGRW stock, worth $272,974. This represents 0.26% of its overall portfolio holdings.
Number of Shares
3,515
Previous 6,166
42.99%
Holding current value
$272,974
Previous $499,000
43.69%
% of portfolio
0.26%
Previous 0.91%
Shares
2 transactions
Others Institutions Holding DGRW
# of Institutions
779Shares Held
150MCall Options Held
4.6KPut Options Held
200-
Pnc Financial Services Group, Inc. Pittsburgh, PA19.5MShares$1.51 Billion0.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$993 Million0.41% of portfolio
-
Bank Of America Corp Charlotte, NC11.8MShares$919 Million0.08% of portfolio
-
Morgan Stanley New York, NY8.44MShares$656 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH6.7MShares$520 Million32.4% of portfolio