Integrated Wealth Concepts LLC Wisdomtree Tr U.S Largecap Div Transaction History

Integrated Wealth Concepts LLC

  • $7.02 Billion
  • Q2 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 6,888 shares of DLN stock, worth $539,192. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,888
Previous 3,308 108.22%
Holding current value
$539,192
Previous $238,000 110.5%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Aug 14, 2024
BUY
$68.68 - $73.31 $245,874 - $262,449
3,580 Added 108.22%
6,888 $501,000
Q1 2024

May 15, 2024
SELL
$65.84 - $72.19 $20,739 - $22,739
-315 Reduced 8.69%
3,308 $238,000
Q4 2023

Feb 13, 2024
BUY
$58.89 - $66.53 $213,358 - $241,038
3,623 New
3,623 $240,000
Q1 2023

May 03, 2023
BUY
$59.37 - $64.16 $238,251 - $257,474
4,013 New
4,013 $248,000

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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