Ever Source Wealth Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 8,465 shares of DLN stock, worth $617,775. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,465
Previous 8,403
0.74%
Holding current value
$617,775
Previous $606,000
0.83%
% of portfolio
0.05%
Previous 0.05%
Shares
4 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
-
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