Robinson Smith Wealth Advisors LLC Wisdomtree Tr U.S Largecap Div Transaction History
Robinson Smith Wealth Advisors LLC
- $118 Billion
- Q3 2024
A detailed history of Robinson Smith Wealth Advisors LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 4,763 shares of DLN stock, worth $381,230. This represents 0.32% of its overall portfolio holdings.
Number of Shares
4,763
Previous 4,763
-0.0%
Holding current value
$381,230
Previous $347 Million
7.99%
% of portfolio
0.32%
Previous 0.31%
Shares
1 transactions
Others Institutions Holding DLN
# of Institutions
403Shares Held
36.2MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.9MShares$312 Million0.2% of portfolio
-
Morgan Stanley New York, NY2.86MShares$229 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.71MShares$217 Million0.1% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$168 Million4.52% of portfolio
-
Creative Planning Overland Park, KS1.42MShares$113 Million0.11% of portfolio