Outlook Wealth Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History
Outlook Wealth Advisors, LLC
- $285 Million
- Q1 2024
A detailed history of Outlook Wealth Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 7,396 shares of DGRW stock, worth $583,100. This represents 0.2% of its overall portfolio holdings.
Number of Shares
7,396
Previous 6,557
12.8%
Holding current value
$583,100
Previous $460,000
22.39%
% of portfolio
0.2%
Previous 0.19%
Shares
22 transactions
Others Institutions Holding DGRW
# of Institutions
624Shares Held
126MCall Options Held
5.7KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA18.2MShares$1.44 Billion0.97% of portfolio
-
Bank Of America Corp Charlotte, NC11.2MShares$885 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC9.62MShares$758 Million0.4% of portfolio
-
Morgan Stanley New York, NY7.65MShares$603 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH7.17MShares$565 Million40.37% of portfolio