One Ascent Wealth Management LLC Wisdomtree Tr Us Quality Divid Transaction History

One Ascent Wealth Management LLC

  • $263 Million
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 13, 2023
SELL
$63.23 - $68.5 $99,966 - $108,298
-1,581 Reduced 5.67%
26,308 $1.67 Million
Q2 2023

Jul 10, 2023
SELL
$61.86 - $66.66 $255,729 - $275,572
-4,134 Reduced 12.91%
27,889 $1.86 Million
Q1 2023

Apr 17, 2023
BUY
$59.34 - $63.43 $1.9 Million - $2.03 Million
32,023 New
32,023 $2 Million

Others Institutions Holding DGRW

# of Institutions
685
Shares Held
133M
Call Options Held
16.5K
Put Options Held
200
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
Track This Portfolio

Track One Ascent Wealth Management LLC Portfolio

Follow One Ascent Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of One Ascent Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email