Daymark Wealth Partners, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Daymark Wealth Partners, LLC
- $2.95 Billion
- Q3 2024
A detailed history of Daymark Wealth Partners, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 3,820 shares of DLN stock, worth $301,971. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,820
Previous 3,820
-0.0%
Holding current value
$301,971
Previous $277,000
8.3%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DLN
# of Institutions
405Shares Held
36.4MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.9MShares$309 Million0.2% of portfolio
-
Morgan Stanley New York, NY2.86MShares$226 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.71MShares$214 Million0.1% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$166 Million4.52% of portfolio
-
Creative Planning Overland Park, KS1.42MShares$112 Million0.11% of portfolio