Bdo Wealth Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Bdo Wealth Advisors, LLC
- $867 Million
- Q2 2023
A detailed history of Bdo Wealth Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 5,386 shares of DLN stock, worth $423,339. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,386
Previous 5,386
-0.0%
Holding current value
$423,339
Previous $333,000
2.7%
% of portfolio
0.04%
Previous 0.04%
Shares
8 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