High Net Worth Advisory Group LLC Wisdomtree Tr U.S Largecap Div Transaction History
High Net Worth Advisory Group LLC
- $358 Million
- Q3 2024
A detailed history of High Net Worth Advisory Group LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 14,180 shares of DLN stock, worth $1.1 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
14,180
Previous 14,180
-0.0%
Holding current value
$1.1 Million
Previous $1.03 Million
7.95%
% of portfolio
0.31%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding DLN
# of Institutions
405Shares Held
36.4MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.9MShares$303 Million0.2% of portfolio
-
Morgan Stanley New York, NY2.86MShares$222 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.71MShares$210 Million0.1% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$163 Million4.52% of portfolio
-
Creative Planning Overland Park, KS1.42MShares$110 Million0.11% of portfolio