Cherry Tree Wealth Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 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 $272,470. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,394
Previous 3,394
-0.0%
Holding current value
$272,470
Previous $247 Million
7.99%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DLN
# of Institutions
418Shares Held
36.8MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.9MShares$313 Million0.2% of portfolio
-
Morgan Stanley New York, NY2.86MShares$230 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.71MShares$218 Million0.1% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$168 Million4.52% of portfolio
-
Creative Planning Overland Park, KS1.42MShares$114 Million0.11% of portfolio