Cherry Tree Wealth Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,394 shares of DLN stock, worth $266,768. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,394
Previous 3,394
-0.0%
Holding current value
$266,768
Previous $245 Million
0.78%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DLN
# of Institutions
389Shares Held
36.6MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.94MShares$310 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.92MShares$230 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.8MShares$220 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$165 Million4.52% of portfolio
-
Creative Planning Overland Park, KS1.43MShares$112 Million0.11% of portfolio