Private Wealth Strategies, L.L.C. Wisdomtree Tr Us Small Cap Qua Transaction History
Private Wealth Strategies, L.L.C.
- $477 Million
- Q1 2024
A detailed history of Private Wealth Strategies, L.L.C. transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Private Wealth Strategies, L.L.C. holds 535,254 shares of DGRS stock, worth $25.1 Million. This represents 5.57% of its overall portfolio holdings.
Number of Shares
535,254
Previous 526,279
1.71%
Holding current value
$25.1 Million
Previous $25 Million
6.42%
% of portfolio
5.57%
Previous 5.62%
Shares
16 transactions
Others Institutions Holding DGRS
# of Institutions
100Shares Held
4.11MCall Options Held
0Put Options Held
0-
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$13.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC278KShares$13.1 Million0.01% of portfolio
-
Venturi Wealth Management, LLC Austin, TX229KShares$10.8 Million0.79% of portfolio