Concurrent Investment Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 68,716 shares of DLN stock, worth $5.29 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
68,716
Previous 3,911 1656.99%
Holding current value
$5.29 Million
Previous $304 Million 1692.75%
% of portfolio
0.13%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$76.77 - $82.22 $4.98 Million - $5.33 Million
64,805 Added 1656.99%
68,716 $5.45 Billion
Q4 2024

Feb 03, 2025
BUY
$77.23 - $82.11 $302,046 - $321,132
3,911 New
3,911 $304 Million

Others Institutions Holding DLN

# of Institutions
451
Shares Held
40.7M
Call Options Held
3.1K
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

DLN Quotes by TradingView
  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
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