Geneva Partners, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Geneva Partners, LLC

$229 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 08, 2018	SELL	N/A	-3,424 Closed	0 $0
Q3 2017 Nov 08, 2017	BUY	N/A	3,424	3,424 $297,000

Others Institutions Holding DLN

# of Institutions

405

Shares Held

36.4M

Call Options Held

0

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

3.9M
Shares

$302 Million
0.2% of portfolio
Morgan Stanley New York, NY

2.86M
Shares

$222 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.71M
Shares

$210 Million
0.1% of portfolio
Wade G W & Inc Wellesley, MA

2.09M
Shares

$162 Million
4.52% of portfolio
Creative Planning Overland Park, KS

1.42M
Shares

$110 Million
0.11% of portfolio

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Geneva Partners, LLC with notifications on news.