Cm Wealth Advisors LLC Wisdomtree Tr Us Quality Divid Transaction History
Cm Wealth Advisors LLC
- $359 Million
- Q3 2025
A detailed history of Cm Wealth Advisors LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 4,722 shares of DGRW stock, worth $419,408. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,722Holding current value
$419,408% of portfolio
0.12%Shares
3 transactions
Others Institutions Holding DGRW
# of Institutions
810Shares Held
151MCall Options Held
2.7KPut Options Held
5.8K-
Pnc Financial Services Group, Inc. Pittsburgh, PA15.8MShares$1.4 Billion0.86% of portfolio
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Lpl Financial LLC Fort Mill, SC12.4MShares$1.1 Billion0.34% of portfolio
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Bank Of America Corp Charlotte, NC12MShares$1.06 Billion0.07% of portfolio
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Morgan Stanley New York, NY8.48MShares$754 Million0.05% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.12MShares$633 Million0.15% of portfolio