Great Valley Advisor Group, Inc. Wisdomtree Tr U.S Transaction History

Great Valley Advisor Group, Inc.

$4.07 Billion
Q4 2024

A detailed history of Great Valley Advisor Group, Inc. transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 51,825 shares of DHS stock, worth $5.17 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

51,825

Previous 41,723 24.21%

Holding current value

$5.17 Million

Previous $3.91 Million 23.64%

% of portfolio

0.12%

Previous 0.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 24, 2025	BUY	$92.66 - $100.58 $936,051 - $1.02 Million	10,102 Added 24.21%	51,825 $4.84 Million
Q3 2024 Nov 12, 2024	BUY	$83.9 - $93.83 $2.06 Million - $2.31 Million	24,587 Added 143.48%	41,723 $3.91 Million
Q2 2024 Jul 16, 2024	BUY	$81.94 - $87.24 $179,776 - $191,404	2,194 Added 14.68%	17,136 $1.45 Million
Q1 2024 May 03, 2024	BUY	$79.77 - $86.66 $704,369 - $765,207	8,830 Added 144.47%	14,942 $1.29 Million
Q4 2023 Feb 05, 2024	BUY	$73.7 - $83.0 $450,454 - $507,296	6,112 New	6,112 $502,000

Others Institutions Holding DHS

# of Institutions

245

Shares Held

6.07M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S

Ticker DHS
Sector ETFs
Industry ETFs

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Great Valley Advisor Group, Inc. Wisdomtree Tr U.S Transaction History