Clearview Wealth Advisors LLC Wisdomtree Tr Us Quality Divid Transaction History
Clearview Wealth Advisors LLC
- $129 Million
- Q3 2024
A detailed history of Clearview Wealth Advisors LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 4,314 shares of DGRW stock, worth $355,948. This represents 0.28% of its overall portfolio holdings.
Number of Shares
4,314
Previous 4,312
0.05%
Holding current value
$355,948
Previous $336,000
6.55%
% of portfolio
0.28%
Previous 0.3%
Shares
16 transactions
Others Institutions Holding DGRW
# of Institutions
684Shares Held
133MCall Options Held
16.5KPut Options Held
200-
Pnc Financial Services Group, Inc. Pittsburgh, PA18.9MShares$1.56 Billion1.01% of portfolio
-
Bank Of America Corp Charlotte, NC11.7MShares$968 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.43% of portfolio
-
Morgan Stanley New York, NY8.38MShares$692 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH6.64MShares$548 Million40.18% of portfolio