Cerro Pacific Wealth Advisors LLC Wiswisdomtree Tr Transaction History
Cerro Pacific Wealth Advisors LLC
- $355 Million
- Q2 2025
A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 185,907 shares of DNL stock, worth $7.29 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
185,907
Previous 117,618
58.06%
Holding current value
$7.29 Million
Previous $4.23 Million
77.1%
% of portfolio
2.11%
Previous 1.44%
Shares
9 transactions
Others Institutions Holding DNL
# of Institutions
110Shares Held
9.92MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY832KShares$32.7 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN830KShares$32.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC645KShares$25.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC619KShares$24.3 Million0.0% of portfolio
-
Ubs Group Ag539KShares$21.1 Million0.0% of portfolio