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 $11.7 Million. This represents 6.35% of its overall portfolio holdings.
Number of Shares
147,770Holding current value
$11.7 Million% of portfolio
6.35%Shares
1 transactions
Others Institutions Holding DLN
# of Institutions
438Shares Held
40MCall Options Held
3.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.91MShares$308 Million0.21% of portfolio
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Lpl Financial LLC Fort Mill, SC2.96MShares$234 Million0.1% of portfolio
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Morgan Stanley New York, NY2.91MShares$230 Million0.02% of portfolio
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Wade G W & Inc Wellesley, MA2.09MShares$165 Million4.52% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.77MShares$140 Million0.04% of portfolio