Baystate Wealth Management LLC Wisdomtree Tr U.S Largecap Div Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Baystate Wealth Management LLC holds 82 shares of DLN stock, worth $6,445. This represents 0.0% of its overall portfolio holdings.
Number of Shares
82
Previous 81
1.23%
Holding current value
$6,445
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 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$310 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.92MShares$230 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.8MShares$220 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$165 Million4.52% of portfolio
-
Creative Planning Overland Park, KS1.43MShares$112 Million0.11% of portfolio