Caliber Wealth Management, LLC / Ks Wisdomtree Tr U.S Largecap Div Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 134,297 shares of DLN stock, worth $10.3 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
134,297Holding current value
$10.3 Million% of portfolio
1.45%Shares
1 transactions
Others Institutions Holding DLN
# of Institutions
453Shares Held
42.5MCall Options Held
3.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.91MShares$301 Million0.21% of portfolio
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Lpl Financial LLC Fort Mill, SC3.46MShares$266 Million0.11% of portfolio
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Morgan Stanley New York, NY2.91MShares$224 Million0.02% of portfolio
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Wade G W & Inc Wellesley, MA2.09MShares$161 Million4.52% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.77MShares$136 Million0.04% of portfolio