Summit Wealth Group LLC / CO Wisdomtree Tr U.S Largecap Div Transaction History
Summit Wealth Group LLC / CO
- $398 Billion
- Q2 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 7,635 shares of DLN stock, worth $666,993. This represents 0.16% of its overall portfolio holdings.
Number of Shares
7,635Holding current value
$666,993% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding DLN
# of Institutions
471Shares Held
42.4MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.89MShares$340 Million0.21% of portfolio
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Lpl Financial LLC Fort Mill, SC3.25MShares$284 Million0.09% of portfolio
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Morgan Stanley New York, NY2.95MShares$258 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.11MShares$184 Million0.04% of portfolio
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Wade G W & Inc Wellesley, MA2.09MShares$183 Million4.52% of portfolio