Strategic Financial Concepts, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Strategic Financial Concepts, LLC
- $549 Billion
- Q4 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 886,791 shares of DGRS stock, worth $45.9 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
886,791
Previous 14,773
5902.78%
Holding current value
$45.9 Million
Previous $761 Million
16.49%
% of portfolio
0.16%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding DGRS
# of Institutions
127Shares Held
6.21MCall Options Held
100Put Options Held
3K-
Private Wealth Strategies, L.L.C.550KShares$28.5 Million5.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC502KShares$26 Million0.01% of portfolio
-
Hennion & Walsh Asset Management, Inc.496KShares$25.7 Million1.21% of portfolio
-
Morgan Stanley New York, NY412KShares$21.3 Million0.0% of portfolio
-
Ubs Group Ag320KShares$16.6 Million0.0% of portfolio