Golden State Equity Partners Wisdomtree Tr Us Small Cap Qua Transaction History
Golden State Equity Partners
- $510 Million
- Q4 2024
A detailed history of Golden State Equity Partners transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Golden State Equity Partners holds 9,225 shares of DGRS stock, worth $429,239. This represents 0.09% of its overall portfolio holdings.
Number of Shares
9,225
Previous 11,251
18.01%
Holding current value
$429,239
Previous $579,000
18.48%
% of portfolio
0.09%
Previous 0.32%
Shares
7 transactions
Others Institutions Holding DGRS
# of Institutions
134Shares Held
7.1MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX887KShares$41.3 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC579KShares$26.9 Million0.01% of portfolio
-
Private Wealth Strategies, L.L.C.550KShares$25.6 Million5.29% of portfolio
-
Morgan Stanley New York, NY481KShares$22.4 Million0.0% of portfolio
-
Lido Advisors, LLC Los Angeles, CA480KShares$22.3 Million0.11% of portfolio