Steward Partners Investment Advisory, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 2,555 shares of DGRS stock, worth $131,889. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,555
Previous 2,555
-0.0%
Holding current value
$131,889
Previous $120,000
9.17%
% of portfolio
0.0%
Previous 0.0%
Shares
17 transactions
Others Institutions Holding DGRS
# of Institutions
117Shares Held
4.94MCall Options Held
100Put Options Held
3K-
Private Wealth Strategies, L.L.C.550KShares$28.4 Million5.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC502KShares$25.9 Million0.01% of portfolio
-
Hennion & Walsh Asset Management, Inc.487KShares$25.2 Million1.22% of portfolio
-
Morgan Stanley New York, NY412KShares$21.3 Million0.0% of portfolio
-
Ubs Group Ag320KShares$16.5 Million0.0% of portfolio