Garrett Wealth Advisory Group, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Garrett Wealth Advisory Group, LLC

  • $273 Million
  • Q2 2024

A detailed history of Garrett Wealth Advisory Group, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Garrett Wealth Advisory Group, LLC holds 5,154 shares of DLN stock, worth $405,104. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,154
Previous 5,149 0.1%
Holding current value
$405,104
Previous $371,000 0.81%
% of portfolio
0.14%
Previous 0.15%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
BUY
$68.68 - $73.31 $343 - $366
5 Added 0.1%
5,154 $374,000
Q1 2024

Apr 29, 2024
SELL
$65.84 - $72.19 $9,546 - $10,467
-145 Reduced 2.74%
5,149 $371,000
Q4 2023

Feb 14, 2024
SELL
$58.89 - $66.53 $41,988 - $47,435
-713 Reduced 11.87%
5,294 $351,000
Q3 2023

Nov 09, 2023
SELL
$61.47 - $65.66 $15,674 - $16,743
-255 Reduced 4.07%
6,007 $369,000
Q2 2023

Jul 26, 2023
SELL
$60.35 - $63.6 $15,630 - $16,472
-259 Reduced 3.97%
6,262 $398,000
Q1 2023

Apr 17, 2023
SELL
$59.37 - $64.16 $9,677 - $10,458
-163 Reduced 2.44%
6,521 $403,000
Q4 2022

Feb 02, 2023
BUY
$55.78 - $64.63 $725 - $840
13 Added 0.19%
6,684 $414,000
Q3 2022

Oct 12, 2022
SELL
$55.26 - $64.34 $169,371 - $197,202
-3,065 Reduced 31.48%
6,671 $369,000
Q2 2022

Jul 27, 2022
SELL
$57.22 - $66.91 $340,973 - $398,716
-5,959 Reduced 37.97%
9,736 $575,000
Q1 2022

Apr 25, 2022
SELL
$62.31 - $66.73 $140,072 - $150,009
-2,248 Reduced 12.53%
15,695 $1.03 Million
Q4 2021

Feb 11, 2022
BUY
$59.87 - $66.15 $420,945 - $465,100
7,031 Added 64.43%
17,943 $1.19 Million
Q3 2021

Oct 26, 2021
SELL
$59.65 - $63.08 $26,603 - $28,133
-446 Reduced 3.93%
10,912 $1.3 Million
Q2 2021

Jul 27, 2021
BUY
$57.63 - $60.69 $1,901 - $2,002
33 Added 0.29%
11,358 $1.37 Million
Q1 2021

Apr 14, 2021
SELL
$53.02 - $57.62 $55,724 - $60,558
-1,051 Reduced 8.49%
11,325 $1.3 Million
Q4 2020

Jan 22, 2021
SELL
$46.78 - $53.75 $201,247 - $231,232
-4,302 Reduced 25.79%
12,376 $1.33 Million
Q3 2020

Oct 23, 2020
BUY
$46.22 - $51.04 $770,857 - $851,245
16,678 New
16,678 $1.62 Million
Q4 2019

Jan 28, 2020
SELL
$47.98 - $53.05 $59,111 - $65,357
-1,232 Closed
0 $0
Q3 2019

Oct 18, 2019
BUY
$49.16 - $49.83 $60,565 - $61,390
1,232 New
1,232 $0

Others Institutions Holding DLN

# of Institutions
389
Shares Held
36.6M
Call Options Held
0
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
Track This Portfolio

Track Garrett Wealth Advisory Group, LLC Portfolio

Follow Garrett Wealth Advisory Group, 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 Garrett Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Garrett Wealth Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email