United Advisor Group, LLC Wisdomtree Tr U.S Largecap Div Transaction History
United Advisor Group, LLC
- $422 Million
- Q3 2024
A detailed history of United Advisor Group, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, United Advisor Group, LLC holds 92,242 shares of DLN stock, worth $7.33 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
92,242
Previous 78,668
17.25%
Holding current value
$7.33 Million
Previous $5.72 Million
26.61%
% of portfolio
1.72%
Previous 1.88%
Shares
3 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