Evernest Financial Advisors, LLC Wisdomtree Tr Intl Largecap Di Transaction History

Evernest Financial Advisors, LLC

  • $211 Billion
  • Q1 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Wisdomtree Tr Intl Largecap Di stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 86,919 shares of DOL stock, worth $4.41 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares
86,919
Previous 87,031 0.13%
Holding current value
$4.41 Million
Previous $4.24 Billion 2.22%
% of portfolio
2.05%
Previous 2.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$47.98 - $51.98 $5,373 - $5,821
-112 Reduced 0.13%
86,919 $4.34 Billion
Q4 2023

May 10, 2024
BUY
$43.94 - $49.34 $262,805 - $295,102
5,981 Added 6.88%
92,900 $4.58 Billion
Q4 2021

Feb 13, 2024
BUY
N/A
87,031 New
87,031 $4.24 Billion

Others Institutions Holding DOL

# of Institutions
94
Shares Held
8.17M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR INTL LARGECAP DI

DOL Quotes by TradingView
  • Ticker DOL
  • Sector ETFs
  • Industry ETFs
More about DOL
Track This Portfolio

Track Evernest Financial Advisors, LLC Portfolio

Follow Evernest Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evernest Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evernest Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email