Capital Directions Investment Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Capital Directions Investment Advisors, LLC
- $268 Million
- Q4 2022
A detailed history of Capital Directions Investment Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 350 shares of DLN stock, worth $27,667. This represents 0.01% of its overall portfolio holdings.
Number of Shares
350
Previous 0
Infinity%
Holding current value
$27,667
Previous $19,000
10.53%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DLN
# of Institutions
405Shares Held
36.4MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.9MShares$309 Million0.2% of portfolio
-
Morgan Stanley New York, NY2.86MShares$226 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.71MShares$214 Million0.1% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$166 Million4.52% of portfolio
-
Creative Planning Overland Park, KS1.42MShares$112 Million0.11% of portfolio