Mason Investment Advisory Services, Inc. Wisdomtree Tr U.S Largecap Div Transaction History
Mason Investment Advisory Services, Inc.
- $1.71 Trillion
- Q3 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 3,764 shares of DLN stock, worth $299,012. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,764
Previous 3,759
0.13%
Holding current value
$299,012
Previous $273 Million
8.13%
% of portfolio
0.02%
Previous 0.02%
Shares
23 transactions
Others Institutions Holding DLN
# of Institutions
409Shares Held
36.5MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.9MShares$310 Million0.2% of portfolio
-
Morgan Stanley New York, NY2.86MShares$227 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.71MShares$215 Million0.1% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$166 Million4.52% of portfolio
-
Creative Planning Overland Park, KS1.42MShares$113 Million0.11% of portfolio