Triad Wealth Partners, LLC Wisdomtree Tr Us Quality Divid Transaction History
Triad Wealth Partners, LLC
- $277 Billion
- Q4 2024
A detailed history of Triad Wealth Partners, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 41,492 shares of DGRW stock, worth $3.24 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
41,492
Previous 98,317
57.8%
Holding current value
$3.24 Million
Previous $8.18 Billion
58.95%
% of portfolio
1.21%
Previous 4.35%
Shares
4 transactions
Others Institutions Holding DGRW
# of Institutions
759Shares Held
148MCall Options Held
8.3KPut Options Held
2.4K-
Pnc Financial Services Group, Inc. Pittsburgh, PA19.1MShares$1.49 Billion1.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC12MShares$936 Million0.41% of portfolio
-
Bank Of America Corp Charlotte, NC11.7MShares$911 Million0.08% of portfolio
-
Morgan Stanley New York, NY8.61MShares$672 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH6.59MShares$514 Million40.56% of portfolio