Lifestyle Asset Management, Inc. Wisdomtree Tr Us Quality Divid Transaction History

Lifestyle Asset Management, Inc.

  • $184 Billion
  • Q4 2024

A detailed history of Lifestyle Asset Management, Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 23,128 shares of DGRW stock, worth $1.94 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
23,128
Previous 22,983 0.63%
Holding current value
$1.94 Million
Previous $1.91 Billion 2.13%
% of portfolio
1.02%
Previous 1.06%

Shares

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

Jan 17, 2025
BUY
$80.93 - $85.66 $11,734 - $12,420
145 Added 0.63%
23,128 $1.87 Billion
Q3 2024

Oct 31, 2024
SELL
$75.88 - $83.21 $87,717 - $96,190
-1,156 Reduced 4.79%
22,983 $1.91 Billion
Q2 2024

Jul 19, 2024
BUY
$72.31 - $79.02 $430,967 - $470,959
5,960 Added 32.79%
24,139 $1.88 Billion
Q1 2024

Apr 19, 2024
SELL
$69.56 - $76.3 $21,146 - $23,195
-304 Reduced 1.64%
18,179 $1.39 Billion
Q4 2023

Feb 12, 2024
BUY
$61.43 - $70.36 $1.14 Million - $1.3 Million
18,483 New
18,483 $1.3 Billion

Others Institutions Holding DGRW

# of Institutions
695
Shares Held
134M
Call Options Held
16.5K
Put Options Held
200
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 Lifestyle Asset Management, Inc. Portfolio

Follow Lifestyle Asset Management, Inc. 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 Lifestyle Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lifestyle Asset Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email