Milestones Private Investment Advisors LLC Wisdomtree Tr Us Quality Divid Transaction History

Milestones Private Investment Advisors LLC

  • $146 Billion
  • Q3 2025

A detailed history of Milestones Private Investment Advisors LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Milestones Private Investment Advisors LLC holds 9,751 shares of DGRW stock, worth $866,083. This represents 0.59% of its overall portfolio holdings.

Number of Shares
9,751
Previous 9,740 0.11%
Holding current value
$866,083
Previous $816 Million 6.35%
% of portfolio
0.59%
Previous 0.6%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$84.28 - $89.46 $927 - $984
11 Added 0.11%
9,751 $867 Million
Q2 2025

Sep 11, 2025
BUY
$71.28 - $83.74 $694,267 - $815,627
9,740 New
9,740 $816 Million

Others Institutions Holding DGRW

# of Institutions
811
Shares Held
151M
Call Options Held
2.7K
Put Options Held
5.8K
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 Milestones Private Investment Advisors LLC Portfolio

Follow Milestones Private Investment 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 Milestones Private Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestones Private Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email