Heritage Oak Wealth Advisors LLC Wisdomtree Tr U.S Largecap Div Transaction History
Heritage Oak Wealth Advisors LLC
- $213 Billion
- Q4 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 7,631 shares of DLN stock, worth $622,079. This represents 0.28% of its overall portfolio holdings.
Number of Shares
7,631Holding current value
$622,079% of portfolio
0.28%Shares
2 transactions
Others Institutions Holding DLN
# of Institutions
437Shares Held
40MCall Options Held
3.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.91MShares$319 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.96MShares$242 Million0.1% of portfolio
-
Morgan Stanley New York, NY2.91MShares$238 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$171 Million4.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.77MShares$145 Million0.04% of portfolio