Cherry Tree Wealth Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,394 shares of DLN stock, worth $277,900. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,394
Previous 3,394
-0.0%
Holding current value
$277,900
Previous $247 Million
7.99%
% of portfolio
0.06%
Previous 0.06%
Shares
2 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$320 Million0.2% of portfolio
-
Morgan Stanley New York, NY2.86MShares$234 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.71MShares$222 Million0.1% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$171 Million4.52% of portfolio
-
Creative Planning Overland Park, KS1.42MShares$116 Million0.11% of portfolio