Drive Wealth Management, LLC Wiswisdomtree Tr Transaction History

Drive Wealth Management, LLC

$388 Million
Q4 2024

A detailed history of Drive Wealth Management, LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Drive Wealth Management, LLC holds 14,321 shares of DNL stock, worth $542,765. This represents 0.13% of its overall portfolio holdings.

Number of Shares

14,321

Previous 14,116 1.45%

Holding current value

$542,765

Previous $556,000 7.37%

% of portfolio

0.13%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$35.98 - $39.39 $7,375 - $8,074	205 Added 1.45%	14,321 $515,000
Q3 2024 Nov 07, 2024	BUY	$36.65 - $40.81 $3,774 - $4,203	103 Added 0.74%	14,116 $556,000
Q2 2024 Jul 31, 2024	BUY	$37.04 - $39.97 $47,077 - $50,801	1,271 Added 9.97%	14,013 $547,000
Q1 2024 Apr 22, 2024	BUY	$35.41 - $39.06 $55,381 - $61,089	1,564 Added 13.99%	12,742 $495,000
Q4 2023 Jan 22, 2024	BUY	$31.84 - $37.1 $4,839 - $5,639	152 Added 1.38%	11,178 $413,000
Q3 2023 Oct 10, 2023	SELL	$33.17 - $36.65 $20,499 - $22,649	-618 Reduced 5.31%	11,026 $368,000
Q2 2023 Jul 14, 2023	BUY	$34.59 - $36.52 $75,025 - $79,211	2,169 Added 22.89%	11,644 $417,000
Q1 2023 Apr 13, 2023	BUY	$32.54 - $35.82 $308,316 - $339,394	9,475 New	9,475 $336,000

Others Institutions Holding DNL

# of Institutions

115

Shares Held

12.7M

Call Options Held

Put Options Held

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About WISWISDOMTREE TR

Ticker DNL
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Drive Wealth Management, LLC Wiswisdomtree Tr Transaction History