Walkner Condon Financial Advisors LLC Wisdomtree Tr Us Quality Divid Transaction History
Walkner Condon Financial Advisors LLC
- $484 Million
- Q3 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 4,130 shares of DGRW stock, worth $340,848. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,130
Previous 3,717
11.11%
Holding current value
$340,848
Previous $290,000
18.28%
% of portfolio
0.07%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding DGRW
# of Institutions
684Shares Held
133MCall Options Held
16.5KPut Options Held
200-
Pnc Financial Services Group, Inc. Pittsburgh, PA18.9MShares$1.56 Billion1.01% of portfolio
-
Bank Of America Corp Charlotte, NC11.7MShares$968 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.43% of portfolio
-
Morgan Stanley New York, NY8.38MShares$692 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH6.64MShares$548 Million40.18% of portfolio