Alta Wealth Advisors LLC Wisdomtree Tr U.S Largecap Div Transaction History
Alta Wealth Advisors LLC
- $219 Million
- Q3 2024
A detailed history of Alta Wealth Advisors LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 17,420 shares of DLN stock, worth $1.39 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
17,420
Previous 17,420
-0.0%
Holding current value
$1.39 Million
Previous $1.27 Million
7.97%
% of portfolio
0.63%
Previous 0.63%
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$216 Million0.1% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$167 Million4.52% of portfolio
-
Creative Planning Overland Park, KS1.42MShares$113 Million0.11% of portfolio