Polaris Wealth Advisory Group, LLC Wisdomtree Tr Us Quality Divid Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
Shares
3 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
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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
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Morgan Stanley New York, NY7.65MShares$603 Million0.05% of portfolio
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Hamilton Capital, LLC Columbus, OH7.17MShares$565 Million40.37% of portfolio