Collaborative Wealth Managment Inc. Wisdomtree Tr U.S Largecap Div Transaction History
Collaborative Wealth Managment Inc.
- $200 Million
- Q2 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 9,460 shares of DLN stock, worth $739,961. This represents 0.34% of its overall portfolio holdings.
Number of Shares
9,460
Previous 11,266
16.03%
Holding current value
$739,961
Previous $813,000
15.38%
% of portfolio
0.34%
Previous 0.42%
Shares
6 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$308 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