Opes Wealth Management LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Opes Wealth Management LLC
- $514 Million
- Q3 2024
A detailed history of Opes Wealth Management LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Opes Wealth Management LLC holds 4,785 shares of DGRS stock, worth $257,767. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,785
Previous 4,800
0.31%
Holding current value
$257,767
Previous $226,000
8.85%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DGRS
# of Institutions
116Shares Held
4.91MCall Options Held
100Put Options Held
3K-
Private Wealth Strategies, L.L.C.550KShares$29.7 Million5.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC502KShares$27.1 Million0.01% of portfolio
-
Hennion & Walsh Asset Management, Inc.487KShares$26.3 Million1.22% of portfolio
-
Morgan Stanley New York, NY412KShares$22.2 Million0.0% of portfolio
-
Ubs Group Ag320KShares$17.3 Million0.0% of portfolio