Heritage Oak Wealth Advisors LLC Wisdomtree Tr U.S Largecap Div Transaction History

Heritage Oak Wealth Advisors LLC

  • $198 Billion
  • Q2 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 10,117 shares of DLN stock, worth $781,335. This represents 0.37% of its overall portfolio holdings.

Number of Shares
10,117
Holding current value
$781,335
% of portfolio
0.37%

Shares

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

Aug 28, 2024
BUY
$68.68 - $73.31 $694,835 - $741,677
10,117 New
10,117 $736 Million

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
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