Collaborative Wealth Managment Inc. Wiswisdomtree Tr Transaction History
Collaborative Wealth Managment Inc.
- $200 Million
- Q2 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 57,123 shares of DNL stock, worth $2.28 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
57,123
Previous 62,317
8.33%
Holding current value
$2.28 Million
Previous $2.42 Million
7.88%
% of portfolio
1.12%
Previous 1.24%
Shares
11 transactions
Others Institutions Holding DNL
# of Institutions
111Shares Held
12.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY996KShares$39.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC861KShares$34.4 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN781KShares$31.2 Million0.01% of portfolio
-
Cwm, LLC760KShares$30.3 Million0.14% of portfolio
-
Ubs Group Ag732KShares$29.2 Million0.01% of portfolio