Collaborative Wealth Managment Inc. Wisdomtree Tr U.S Largecap Div Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 8,550 shares of DLN stock, worth $674,253. This represents 0.31% of its overall portfolio holdings.
Number of Shares
8,550
Previous 9,424
9.27%
Holding current value
$674,253
Previous $740,000
10.14%
% of portfolio
0.31%
Previous 0.34%
Shares
8 transactions
Others Institutions Holding DLN
# of Institutions
438Shares Held
40MCall Options Held
3.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.91MShares$308 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.96MShares$234 Million0.1% of portfolio
-
Morgan Stanley New York, NY2.91MShares$230 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$165 Million4.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.77MShares$140 Million0.04% of portfolio