Orba Wealth Advisors, L.L.C. Wisdomtree Tr Us Quality Divid Transaction History
Orba Wealth Advisors, L.L.C.
- $198 Billion
- Q3 2024
A detailed history of Orba Wealth Advisors, L.L.C. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 97,911 shares of DGRW stock, worth $8.08 Million. This represents 4.12% of its overall portfolio holdings.
Number of Shares
97,911
Previous 95,822
2.18%
Holding current value
$8.08 Million
Previous $7.48 Billion
8.93%
% of portfolio
4.12%
Previous 3.87%
Shares
4 transactions
Others Institutions Holding DGRW
# of Institutions
684Shares Held
133MCall Options Held
16.5KPut Options Held
200-
Pnc Financial Services Group, Inc. Pittsburgh, PA18.9MShares$1.56 Billion1.01% of portfolio
-
Bank Of America Corp Charlotte, NC11.7MShares$968 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.43% of portfolio
-
Morgan Stanley New York, NY8.38MShares$692 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH6.64MShares$548 Million40.18% of portfolio