Summit Financial Wealth Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History
Summit Financial Wealth Advisors, LLC
- $505 Million
- Q3 2024
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 3,796 shares of DGRW stock, worth $322,849. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,796
Previous 3,796
-0.0%
Holding current value
$322,849
Previous $296,000
6.42%
% of portfolio
0.06%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding DGRW
# of Institutions
685Shares Held
133MCall Options Held
16.5KPut Options Held
200-
Pnc Financial Services Group, Inc. Pittsburgh, PA18.9MShares$1.61 Billion1.01% of portfolio
-
Bank Of America Corp Charlotte, NC11.7MShares$998 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.2MShares$953 Million0.43% of portfolio
-
Morgan Stanley New York, NY8.38MShares$713 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH6.64MShares$565 Million40.18% of portfolio