Capital Investment Advisory Services, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Capital Investment Advisory Services, LLC

$885 Million
Q1 2024

A detailed history of Capital Investment Advisory Services, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 236 shares of DLN stock, worth $17,223. This represents 0.0% of its overall portfolio holdings.

Number of Shares

236

Previous 212 11.32%

Holding current value

$17,223

Previous $14,000 21.43%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$65.84 - $72.19 $1,580 - $1,732	24 Added 11.32%	236 $17,000
Q4 2023 Feb 01, 2024	BUY	$58.89 - $66.53 $7,655 - $8,648	130 Added 158.54%	212 $14,000
Q2 2023 Jul 28, 2023	BUY	$60.35 - $63.6 $4,948 - $5,215	82 New	82 $5,000
Q4 2021 Feb 01, 2022	SELL	N/A	-30 Closed	0 $0
Q1 2020 Apr 28, 2020	BUY	N/A	30 New	30 $2,000

Q4 2019 Feb 04, 2020	SELL	N/A	-30 Closed	0 $0
Q1 2019 Apr 23, 2019	SELL	N/A	-1,395 Reduced 97.89%	30 $3,000
Q4 2018 Feb 04, 2019	SELL	N/A	-743 Reduced 34.27%	1,425 $120,000
Q3 2018 Oct 30, 2018	SELL	N/A	-117 Reduced 5.12%	2,168 $207,000
Q2 2018 Aug 01, 2018	BUY	N/A	2,285 New	2,285 $205,000

Others Institutions Holding DLN

# of Institutions

388

Shares Held

36.3M

Call Options Held

4.3K

Put Options Held

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
Sector ETFs
Industry ETFs

More about DLN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Investment Advisory Services, LLC with notifications on news.

Account

Capital Investment Advisory Services, LLC Wisdomtree Tr U.S Largecap Div Transaction History