Venturi Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History

Venturi Wealth Management, LLC

  • $1.88 Billion
  • Q4 2024

A detailed history of Venturi Wealth Management, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 355 shares of DGRW stock, worth $28,293. This represents 0.0% of its overall portfolio holdings.

Number of Shares
355
Holding current value
$28,293
% of portfolio
0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$80.93 - $85.66 $28,730 - $30,409
355 New
355 $28,000
Q2 2018

Aug 14, 2018
SELL
N/A
-192,765 Closed
0 $0
Q1 2018

May 09, 2018
SELL
N/A
-20,789 Reduced 9.73%
192,765 $7.78 Million
Q4 2017

Feb 13, 2018
BUY
N/A
6,685 Added 3.23%
213,554 $8.85 Million
Q3 2017

Nov 14, 2017
BUY
N/A
206,869
206,869 $7.93 Million

Others Institutions Holding DGRW

# of Institutions
759
Shares Held
148M
Call Options Held
8.3K
Put Options Held
2.4K
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
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