Private Wealth Strategies, L.L.C. Wisdomtree Tr Us Small Cap Qua Put Options Transaction History

Private Wealth Strategies, L.L.C.

$490 Million
Q2 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DGRS

# of Institutions

136

Shares Held

5.71M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

553K
Shares

$26.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

423K
Shares

$20.3 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

417K
Shares

$20 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

378K
Shares

$18.2 Million
0.0% of portfolio
Stonebridge Financial Group, LLC Wormleysburg, PA

253K
Shares

$12.1 Million
1.11% of portfolio

About WISDOMTREE TR US SMALL CAP QUA

Ticker DGRS
Sector ETFs
Industry ETFs

More about DGRS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Strategies, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Strategies, L.L.C. with notifications on news.