Kestra Advisory Services, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Kestra Advisory Services, LLC
- $17.2 Billion
- Q4 2024
A detailed history of Kestra Advisory Services, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 8,650 shares of DGRS stock, worth $402,484. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,650
Previous 5,203
66.25%
Holding current value
$402,484
Previous $268,000
65.3%
% of portfolio
0.0%
Previous 0.0%
Shares
13 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