Icon Wealth Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History

Icon Wealth Advisors, LLC

  • $1.19 Billion
  • Q4 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 1,744 shares of DGRW stock, worth $147,019. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,744
Previous 1,719 1.45%
Holding current value
$147,019
Previous $143,000 1.4%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$80.93 - $85.66 $2,023 - $2,141
25 Added 1.45%
1,744 $141,000
Q3 2024

Nov 14, 2024
SELL
$75.88 - $83.21 $51,598 - $56,582
-680 Reduced 28.35%
1,719 $143,000
Q3 2024

Nov 12, 2024
BUY
$75.88 - $83.21 $182,036 - $199,620
2,399 New
2,399 $199,000
Q1 2024

May 15, 2024
BUY
$69.56 - $76.3 $148,510 - $162,900
2,135 New
2,135 $162,000

Others Institutions Holding DGRW

# of Institutions
752
Shares Held
148M
Call Options Held
8.3K
Put Options Held
2.4K
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
Track This Portfolio

Track Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email