Alta Wealth Advisors LLC Wisdomtree Tr U.S Largecap Div Transaction History
Alta Wealth Advisors LLC
- $212 Million
- Q2 2025
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 $1.46 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
17,420
Previous 17,420
-0.0%
Holding current value
$1.46 Million
Previous $1.38 Million
3.47%
% of portfolio
0.68%
Previous 0.64%
Shares
1 transactions
Others Institutions Holding DLN
# of Institutions
467Shares Held
41.7MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.89MShares$327 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.46MShares$291 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.96MShares$249 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$176 Million4.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.43MShares$120 Million0.03% of portfolio