Warren Averett Asset Management, LLC Wisdomtree Tr Us Quality Divid Transaction History

Warren Averett Asset Management, LLC

  • $5.34 Billion
  • Q3 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 5,459 shares of DGRW stock, worth $452,441. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,459
Previous 4,467 22.21%
Holding current value
$452,441
Previous $348,000 30.46%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$75.88 - $83.21 $75,272 - $82,544
992 Added 22.21%
5,459 $454,000
Q2 2024

Aug 14, 2024
BUY
$72.31 - $79.02 $50,761 - $55,472
702 Added 18.65%
4,467 $348,000
Q1 2024

May 15, 2024
BUY
$69.56 - $76.3 $261,893 - $287,269
3,765 New
3,765 $286,000

Others Institutions Holding DGRW

# of Institutions
725
Shares Held
142M
Call Options Held
16.5K
Put Options Held
200
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
Track This Portfolio

Track Warren Averett Asset Management, LLC Portfolio

Follow Warren Averett Asset Management, 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 Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email