Collaborative Wealth Managment Inc. Wisdomtree Tr U.S Largecap Div Transaction History
Collaborative Wealth Managment Inc.
- $215 Million
- Q3 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 9,424 shares of DLN stock, worth $762,590. This represents 0.34% of its overall portfolio holdings.
Number of Shares
9,424
Previous 9,460
0.38%
Holding current value
$762,590
Previous $688,000
7.56%
% of portfolio
0.34%
Previous 0.34%
Shares
7 transactions
Others Institutions Holding DLN
# of Institutions
432Shares Held
37.6MCall Options Held
3.1KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.91MShares$316 Million0.21% of portfolio
-
Morgan Stanley New York, NY2.86MShares$232 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.71MShares$219 Million0.1% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$169 Million4.52% of portfolio
-
Creative Planning Overland Park, KS1.42MShares$115 Million0.11% of portfolio