Soa Wealth Advisors, Llc. Wisdomtree Tr Us Quality Divid Transaction History
Soa Wealth Advisors, Llc.
- $960 Million
- Q3 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 400 shares of DGRW stock, worth $35,676. This represents 0.0% of its overall portfolio holdings.
Number of Shares
400
Previous 400
-0.0%
Holding current value
$35,676
Previous $33,000
6.06%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DGRW
# of Institutions
797Shares Held
153MCall 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