Beacon Pointe Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Beacon Pointe Advisors, LLC

  • $8.55 Billion
  • Q3 2024

A detailed history of Beacon Pointe Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 3,817 shares of DLN stock, worth $300,130. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,817
Previous 3,814 0.08%
Holding current value
$300,130
Previous $277,000 7.94%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$71.86 - $78.56 $215 - $235
3 Added 0.08%
3,817 $299,000
Q2 2024

Aug 12, 2024
BUY
$68.68 - $73.31 $9,134 - $9,750
133 Added 3.61%
3,814 $277,000
Q1 2024

May 14, 2024
BUY
$65.84 - $72.19 $197 - $216
3 Added 0.08%
3,681 $265,000
Q4 2023

Feb 08, 2024
SELL
$58.89 - $66.53 $144,162 - $162,865
-2,448 Reduced 39.96%
3,678 $244,000
Q3 2023

Nov 14, 2023
BUY
$61.47 - $65.66 $78,435 - $83,782
1,276 Added 26.31%
6,126 $376,000
Q2 2023

Aug 11, 2023
BUY
$60.35 - $63.6 $19,070 - $20,097
316 Added 6.97%
4,850 $308,000
Q1 2023

May 12, 2023
BUY
$59.37 - $64.16 $65,307 - $70,576
1,100 Added 32.03%
4,534 $280,000
Q4 2022

Feb 14, 2023
BUY
$55.78 - $64.63 $191,548 - $221,939
3,434 New
3,434 $212,000
Q2 2022

Aug 11, 2022
SELL
$57.22 - $66.91 $55,045 - $64,367
-962 Reduced 21.88%
3,434 $203,000
Q1 2022

May 17, 2022
BUY
$62.31 - $66.73 $273,914 - $293,345
4,396 New
4,396 $289,000

Others Institutions Holding DLN

# of Institutions
409
Shares Held
36.5M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

DLN Quotes by TradingView
  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email