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 $6,582. This represents 0.0% of its overall portfolio holdings.
Number of Shares
82
Previous 81
1.23%
Holding current value
$6,582
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding DLN
# of Institutions
416Shares Held
36.8MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.9MShares$313 Million0.2% of portfolio
-
Morgan Stanley New York, NY2.86MShares$230 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.71MShares$218 Million0.1% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$168 Million4.52% of portfolio
-
Creative Planning Overland Park, KS1.42MShares$114 Million0.11% of portfolio