Mason Investment Advisory Services, Inc. Wisdomtree Tr U.S Largecap Div Transaction History
Mason Investment Advisory Services, Inc.
- $1.45 Trillion
- Q1 2024
A detailed history of Mason Investment Advisory Services, Inc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 3,737 shares of DLN stock, worth $273,623. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,737
Previous 5,650
33.86%
Holding current value
$273,623
Previous $375 Million
28.07%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DLN
# of Institutions
389Shares Held
36.3MCall Options Held
4.3KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.99MShares$292 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.87MShares$210 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.76MShares$202 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$153 Million4.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.55MShares$113 Million0.03% of portfolio