Heritage Oak Wealth Advisors LLC Wisdomtree Tr U.S Largecap Div Transaction History
Heritage Oak Wealth Advisors LLC
- $198 Billion
- Q2 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 10,117 shares of DLN stock, worth $781,335. This represents 0.37% of its overall portfolio holdings.
Number of Shares
10,117Holding current value
$781,335% of portfolio
0.37%Shares
1 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$304 Million0.19% of portfolio
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Lpl Financial LLC Fort Mill, SC2.92MShares$226 Million0.11% of portfolio
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Morgan Stanley New York, NY2.8MShares$216 Million0.02% of portfolio
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Wade G W & Inc Wellesley, MA2.09MShares$162 Million4.52% of portfolio
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Creative Planning Overland Park, KS1.43MShares$110 Million0.11% of portfolio