Cary Street Partners Investment Advisory LLC Wisdomtree Tr U.S Largecap Div Transaction History
Cary Street Partners Investment Advisory LLC
- $2.42 Billion
- Q2 2024
A detailed history of Cary Street Partners Investment Advisory LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 3,931 shares of DLN stock, worth $307,718. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,931
Previous 3,931
-0.0%
Holding current value
$307,718
Previous $283,000
0.71%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DLN
# of Institutions
389Shares Held
36.6MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.94MShares$309 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.92MShares$229 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.8MShares$219 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$164 Million4.52% of portfolio
-
Creative Planning Overland Park, KS1.43MShares$112 Million0.11% of portfolio