Strategic Financial Concepts, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Strategic Financial Concepts, LLC
- $533 Billion
- Q1 2025
A detailed history of Strategic Financial Concepts, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 19,253 shares of DGRS stock, worth $934,348. This represents 0.17% of its overall portfolio holdings.
Number of Shares
19,253
Previous 17,310
11.22%
Holding current value
$934,348
Previous $887 Million
0.96%
% of portfolio
0.17%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding DGRS
# of Institutions
128Shares Held
5.86MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC591KShares$28.7 Million0.01% of portfolio
-
Private Wealth Strategies, L.L.C.550KShares$26.7 Million5.29% of portfolio
-
Morgan Stanley New York, NY464KShares$22.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC388KShares$18.8 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL355KShares$17.2 Million0.01% of portfolio