Private Wealth Strategies, L.L.C. Wisdomtree Tr Us Quality Divid Transaction History
Private Wealth Strategies, L.L.C.
- $490 Million
- Q2 2024
A detailed history of Private Wealth Strategies, L.L.C. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Private Wealth Strategies, L.L.C. holds 722,050 shares of DGRW stock, worth $59.7 Million. This represents 11.49% of its overall portfolio holdings.
Number of Shares
722,050
Previous 709,072
1.83%
Holding current value
$59.7 Million
Previous $54 Million
4.32%
% of portfolio
11.49%
Previous 11.32%
Shares
17 transactions
Others Institutions Holding DGRW
# of Institutions
656Shares Held
129MCall Options Held
6.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA18.7MShares$1.54 Billion0.97% of portfolio
-
Bank Of America Corp Charlotte, NC11.5MShares$952 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC10.4MShares$857 Million0.41% of portfolio
-
Morgan Stanley New York, NY8.11MShares$670 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH7.1MShares$587 Million42.11% of portfolio