Summit Financial Wealth Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History
Summit Financial Wealth Advisors, LLC
- $490 Million
- Q4 2024
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 3,796 shares of DGRW stock, worth $286,142. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,796
Previous 3,796
-0.0%
Holding current value
$286,142
Previous $315,000
2.54%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding DGRW
# of Institutions
765Shares Held
149MCall Options Held
8.3KPut Options Held
2.4K-
Pnc Financial Services Group, Inc. Pittsburgh, PA19.1MShares$1.44 Billion1.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC12MShares$905 Million0.41% of portfolio
-
Bank Of America Corp Charlotte, NC11.7MShares$881 Million0.08% of portfolio
-
Morgan Stanley New York, NY8.61MShares$649 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH6.59MShares$496 Million40.56% of portfolio