Congress Wealth Management LLC Wisdomtree Tr U.S Largecap Div Transaction History
Congress Wealth Management LLC
- $5.64 Billion
- Q1 2024
A detailed history of Congress Wealth Management LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Congress Wealth Management LLC holds 59,851 shares of DLN stock, worth $4.37 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
59,851
Previous 63,486
5.73%
Holding current value
$4.37 Million
Previous $4.21 Million
2.52%
% of portfolio
0.08%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding DLN
# of Institutions
388Shares Held
36.3MCall Options Held
4.3KPut Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.99MShares$291 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.87MShares$209 Million0.11% of portfolio
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Morgan Stanley New York, NY2.76MShares$201 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$153 Million4.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.55MShares$113 Million0.03% of portfolio