Amplius Wealth Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History
Amplius Wealth Advisors, LLC
- $851 Million
- Q4 2024
A detailed history of Amplius Wealth Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 257,129 shares of DGRW stock, worth $20.4 Million. This represents 2.45% of its overall portfolio holdings.
Number of Shares
257,129
Previous 243,835
5.45%
Holding current value
$20.4 Million
Previous $20.3 Million
2.56%
% of portfolio
2.45%
Previous 2.49%
Shares
12 transactions
Others Institutions Holding DGRW
# of Institutions
759Shares Held
148MCall Options Held
8.3KPut Options Held
2.4K-
Pnc Financial Services Group, Inc. Pittsburgh, PA19.1MShares$1.51 Billion1.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC12MShares$951 Million0.41% of portfolio
-
Bank Of America Corp Charlotte, NC11.7MShares$926 Million0.08% of portfolio
-
Morgan Stanley New York, NY8.61MShares$682 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH6.59MShares$522 Million40.56% of portfolio