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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$72.31 - $79.02 $274,488 - $299,959
3,796 New
3,796 $296,000

Others Institutions Holding DGRW

About WISDOMTREE TR US QUALITY DIVID


  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
Track This Portfolio

Track Summit Financial Wealth Advisors, LLC Portfolio

Follow Summit Financial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Wealth Advisors, LLC with notifications on news.