Serenus Wealth Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History
Serenus Wealth Advisors, LLC
- $591 Billion
- Q2 2025
A detailed history of Serenus Wealth Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Serenus Wealth Advisors, LLC holds 384,919 shares of DGRW stock, worth $34.3 Million. This represents 5.46% of its overall portfolio holdings.
Number of Shares
384,919
Previous 403,244
4.54%
Holding current value
$34.3 Million
Previous $32.2 Billion
0.09%
% of portfolio
5.46%
Previous 5.34%
Shares
3 transactions
Others Institutions Holding DGRW
# of Institutions
794Shares Held
154MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA19.8MShares$1.76 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.5MShares$1.11 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC12.4MShares$1.11 Billion0.08% of portfolio
-
Morgan Stanley New York, NY8.67MShares$774 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.94MShares$619 Million0.15% of portfolio