Patriot Financial Group Insurance Agency, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Patriot Financial Group Insurance Agency, LLC
- $720 Million
- Q3 2024
A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 4,853 shares of DGRS stock, worth $249,201. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,853
Previous 6,291
22.86%
Holding current value
$249,201
Previous $296,000
15.54%
% of portfolio
0.03%
Previous 0.04%
Shares
21 transactions
Others Institutions Holding DGRS
# of Institutions
117Shares Held
4.94MCall Options Held
100Put Options Held
3K-
Private Wealth Strategies, L.L.C.550KShares$28.3 Million5.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC502KShares$25.8 Million0.01% of portfolio
-
Hennion & Walsh Asset Management, Inc.487KShares$25 Million1.22% of portfolio
-
Morgan Stanley New York, NY412KShares$21.2 Million0.0% of portfolio
-
Ubs Group Ag320KShares$16.4 Million0.0% of portfolio