Northwest Financial Advisors Wisdomtree Tr U.S Largecap Div Transaction History
Northwest Financial Advisors
- $145 Billion
- Q2 2024
A detailed history of Northwest Financial Advisors transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Northwest Financial Advisors holds 4,664 shares of DLN stock, worth $366,590. This represents 0.23% of its overall portfolio holdings.
Number of Shares
4,664
Previous 4,648
0.34%
Holding current value
$366,590
Previous $335 Million
1.14%
% of portfolio
0.23%
Previous 0.25%
Shares
3 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