Fiat Wealth Management LLC Wiswisdomtree Tr Transaction History

Fiat Wealth Management LLC

$7.9 Billion
Q4 2023

A detailed history of Fiat Wealth Management LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Fiat Wealth Management LLC holds 5,681 shares of DNL stock, worth $228,603. This represents 2.66% of its overall portfolio holdings.

Number of Shares

5,681

Holding current value

$228,603

% of portfolio

2.66%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 May 03, 2024	BUY	$31.84 - $37.1 $180,883 - $210,765	5,681 New	5,681 $210 Million

Others Institutions Holding DNL

# of Institutions

113

Shares Held

10.6M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

857K
Shares

$34.5 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

852K
Shares

$34.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

650K
Shares

$26.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

628K
Shares

$25.3 Million
0.01% of portfolio
Private Advisor Group, LLC

574K
Shares

$23.1 Million
0.13% of portfolio

View Full List

About WISWISDOMTREE TR

Ticker DNL
Sector ETFs
Industry ETFs

More about DNL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiat Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiat Wealth Management LLC with notifications on news.

Account

Fiat Wealth Management LLC Wiswisdomtree Tr Transaction History