Bms Financial Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 147,770 shares of DLN stock, worth $11.9 Million. This represents 6.35% of its overall portfolio holdings.
Number of Shares
147,770Holding current value
$11.9 Million% of portfolio
6.35%Shares
1 transactions
Others Institutions Holding DLN
# of Institutions
408Shares Held
36.6MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.9MShares$314 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