Treasure Coast Financial Planning Wisdomtree Tr Us Small Cap Qua Transaction History
Treasure Coast Financial Planning
- $151 Million
- Q4 2024
A detailed history of Treasure Coast Financial Planning transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Treasure Coast Financial Planning holds 4,084 shares of DGRS stock, worth $202,198. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,084
Previous 4,084
-0.0%
Holding current value
$202,198
Previous $210,000
0.48%
% of portfolio
0.14%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding DGRS
# of Institutions
138Shares Held
7.63MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX887KShares$43.9 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC579KShares$28.6 Million0.01% of portfolio
-
Private Wealth Strategies, L.L.C.550KShares$27.3 Million5.29% of portfolio
-
Hennion & Walsh Asset Management, Inc.496KShares$24.6 Million1.21% of portfolio
-
Morgan Stanley New York, NY481KShares$23.8 Million0.0% of portfolio