Summit Financial Wealth Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History
Summit Financial Wealth Advisors, LLC
- $609 Million
- Q3 2025
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 $337,160. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,796
Previous 3,796
-0.0%
Holding current value
$337,160
Previous $317,000
5.99%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding DGRW
# of Institutions
810Shares Held
151MCall Options Held
2.7KPut Options Held
5.8K-
Pnc Financial Services Group, Inc. Pittsburgh, PA15.8MShares$1.4 Billion0.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$1.1 Billion0.34% of portfolio
-
Bank Of America Corp Charlotte, NC12MShares$1.06 Billion0.07% of portfolio
-
Morgan Stanley New York, NY8.48MShares$754 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.12MShares$633 Million0.15% of portfolio