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 $12.4 Million. This represents 6.35% of its overall portfolio holdings.

Number of Shares
147,770
Holding current value
$12.4 Million
% of portfolio
6.35%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023
BUY
$60.35 - $63.6 $8.92 Million - $9.4 Million
147,770 New
147,770 $9.4 Million

Others Institutions Holding DLN

# of Institutions
467
Shares Held
41.7M
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 Bms Financial Advisors, LLC Portfolio

Follow Bms Financial 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 Bms Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bms Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email