Precedent Wealth Partners, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Precedent Wealth Partners, LLC
- $233 Billion
- Q1 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 29,522 shares of DGRS stock, worth $1.38 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
29,522
Previous 28,866
2.27%
Holding current value
$1.38 Million
Previous $1.37 Billion
7.02%
% of portfolio
0.63%
Previous 0.7%
Shares
2 transactions
Others Institutions Holding DGRS
# of Institutions
99Shares Held
4.11MCall Options Held
0Put Options Held
0-
Private Wealth Strategies, L.L.C.535KShares$25.1 Million5.57% of portfolio
-
Hennion & Walsh Asset Management, Inc.467KShares$21.9 Million1.26% of portfolio
-
Morgan Stanley New York, NY411KShares$19.3 Million0.0% of portfolio
-
Ubs Group Ag285KShares$13.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC278KShares$13 Million0.01% of portfolio