Rmr Wealth Builders Wisdomtree Tr Us Small Cap Qua Transaction History
Rmr Wealth Builders
- $824 Million
- Q1 2024
A detailed history of Rmr Wealth Builders transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Rmr Wealth Builders holds 5,755 shares of DGRS stock, worth $268,183. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,755
Previous 5,465
5.31%
Holding current value
$268,183
Previous $259,000
10.04%
% of portfolio
0.03%
Previous 0.04%
Shares
13 transactions
Others Institutions Holding DGRS
# of Institutions
100Shares Held
4.11MCall Options Held
0Put Options Held
0-
Private Wealth Strategies, L.L.C.535KShares$24.9 Million5.57% of portfolio
-
Hennion & Walsh Asset Management, Inc.467KShares$21.8 Million1.26% of portfolio
-
Morgan Stanley New York, NY411KShares$19.2 Million0.0% of portfolio
-
Ubs Group Ag285KShares$13.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC278KShares$13 Million0.01% of portfolio