Fortis Group Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Fortis Group Advisors, LLC

  • $543 Billion
  • Q1 2024

A detailed history of Fortis Group Advisors, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 500 shares of DLN stock, worth $36,490. This represents 0.01% of its overall portfolio holdings.

Number of Shares
500
Previous 1,000 50.0%
Holding current value
$36,490
Previous $66.4 Million 45.62%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Apr 30, 2024
SELL
$65.84 - $72.19 $32,920 - $36,095
-500 Reduced 50.0%
500 $36.1 Million
Q4 2023

Mar 04, 2024
BUY
$58.89 - $66.53 $29,445 - $33,265
500 Added 100.0%
1,000 $66.4 Million
Q3 2023

Dec 01, 2023
BUY
$61.47 - $65.66 $30,735 - $32,830
500 New
500 $30.7 Million
Q1 2023

May 26, 2023
SELL
$59.37 - $64.16 $14,842 - $16,040
-250 Closed
0 $0
Q3 2020

Nov 17, 2020
BUY
N/A
250 New
250 $24,000

Others Institutions Holding DLN

# of Institutions
388
Shares Held
36.3M
Call Options Held
4.3K
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

DLN Quotes by TradingView
  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
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